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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 | $114,905 | $227,291-49.4% | $214,702-46.5% | $155,188-26.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.55% | 60.08%-41.5pp | 54.55%-36.0pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,208 | $6,772-82.2% | $6,461-81.3% | $4,248-71.6% |
| Participant deferral / active EE | $10,337 | $9,582+7.9% | $9,147+13.0% | $6,531+58.3% |
| Admin fee / account holder | $567 | $20,413-97.2% | $19,830-97.1% | $14,480-96.1% |