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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 | $133,296 | $223,823-40.4% | $211,142-36.9% | $154,746-13.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.35% | 50.39%-33.0pp | 46.84%-29.5pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,185 | $6,787-82.5% | $6,442-81.6% | $4,379-73.0% |
| Participant deferral / active EE | $4,591 | $9,750-52.9% | $9,284-50.6% | $6,730-31.8% |
| Admin fee / account holder | $27,976 | $19,707+42.0% | $19,076+46.7% | $14,365+94.7% |