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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 | $64,230 | $157,304-59.2% | $141,197-54.5% | $152,909-58.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.51% | 64.34%-43.8pp | 71.41%-50.9pp | 345.46%-325.0pp |
| Employer contribution / active EE | $897 | $5,263-83.0% | $4,736-81.1% | $4,764-81.2% |
| Participant deferral / active EE | $5,740 | $7,111-19.3% | $6,710-14.5% | $5,851-1.9% |
| Admin fee / account holder | $1,214 | $12,126-90.0% | $10,265-88.2% | $11,601-89.5% |