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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 | $70,320 | $162,821-56.8% | $133,978-47.5% | $158,982-55.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.27% | 41.95%-23.7pp | 45.10%-26.8pp | 302.99%-284.7pp |
| Employer contribution / active EE | $812 | $4,976-83.7% | $3,919-79.3% | $4,763-83.0% |
| Participant deferral / active EE | $3,483 | $5,910-41.1% | $5,047-31.0% | $5,983-41.8% |
| Admin fee / account holder | $411 | $11,742-96.5% | $8,930-95.4% | $11,252-96.3% |