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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 | $27,091 | $183,627-85.2% | $155,602-82.6% | $145,978-81.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 17.26% | 61.32%-44.1pp | 64.81%-47.6pp | 550.52%-533.3pp |
| Employer contribution / active EE | $440 | $5,316-91.7% | $4,675-90.6% | $4,662-90.6% |
| Participant deferral / active EE | $6,718 | $6,466+3.9% | $5,629+19.3% | $6,690+0.4% |
| Admin fee / account holder | $461 | $19,327-97.6% | $15,923-97.1% | $13,400-96.6% |