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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 | $16,095 | $111,535-85.6% | $105,223-84.7% | $137,256-88.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 20.10% | 237.85%-217.8pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $436 | $3,939-88.9% | $3,689-88.2% | $4,156-89.5% |
| Participant deferral / active EE | $2,030 | $5,500-63.1% | $5,072-60.0% | $6,407-68.3% |
| Admin fee / account holder | $1,231 | $9,721-87.3% | $8,859-86.1% | $12,270-90.0% |