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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 | $42,115 | $184,014-77.1% | $161,149-73.9% | $138,895-69.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.98% | 21.52%-8.5pp | 21.16%-8.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $443 | $5,055-91.2% | $4,360-89.8% | $4,194-89.4% |
| Participant deferral / active EE | $2,848 | $6,909-58.8% | $6,153-53.7% | $6,396-55.5% |
| Admin fee / account holder | $4,954 | $18,027-72.5% | $15,194-67.4% | $12,562-60.6% |