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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 | $34,484 | $202,440-83.0% | $169,390-79.6% | $139,466-75.3% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.5pp | 80.3%+5.4pp |
| Annual return | 18.05% | 532.36%-514.3pp | 406.07%-388.0pp | 373.66%-355.6pp |
| Employer contribution / active EE | $13 | $4,693-99.7% | $4,013-99.7% | $4,754-99.7% |
| Participant deferral / active EE | $1,336 | $6,940-80.7% | $6,222-78.5% | $6,712-80.1% |
| Admin fee / account holder | $470 | $10,722-95.6% | $9,015-94.8% | $11,409-95.9% |