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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 | $28,524 | $174,379-83.6% | $152,093-81.2% | $138,895-79.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.22% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $524 | $4,652-88.7% | $4,175-87.5% | $4,194-87.5% |
| Participant deferral / active EE | $2,639 | $6,159-57.2% | $5,451-51.6% | $6,396-58.7% |
| Admin fee / account holder | $7,239 | $16,880-57.1% | $14,497-50.1% | $12,562-42.4% |