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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,318 | $223,823-52.5% | $211,142-49.6% | $154,746-31.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.87% | 50.39%-32.5pp | 46.84%-29.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,364 | $6,787-79.9% | $6,442-78.8% | $4,379-68.9% |
| Participant deferral / active EE | $13,144 | $9,750+34.8% | $9,284+41.6% | $6,730+95.3% |
| Admin fee / account holder | $638 | $19,707-96.8% | $19,076-96.7% | $14,365-95.6% |