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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 | $178,174-76.4% | $156,181-73.0% | $137,256-69.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.98% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $443 | $4,972-91.1% | $4,294-89.7% | $4,156-89.4% |
| Participant deferral / active EE | $2,848 | $6,888-58.6% | $6,132-53.5% | $6,407-55.5% |
| Admin fee / account holder | $4,954 | $17,404-71.5% | $14,586-66.0% | $12,270-59.6% |