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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 | $16,777 | $172,111-90.3% | $150,298-88.8% | $137,256-87.8% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 21.71% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $545 | $4,636-88.2% | $4,154-86.9% | $4,156-86.9% |
| Participant deferral / active EE | $1,738 | $6,166-71.8% | $5,453-68.1% | $6,407-72.9% |
| Admin fee / account holder | $531 | $16,471-96.8% | $14,116-96.2% | $12,270-95.7% |