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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 | $8,607 | $111,535-92.3% | $105,223-91.8% | $137,256-93.7% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 28.35% | 237.85%-209.5pp | 180.65%-152.3pp | 220.34%-192.0pp |
| Employer contribution / active EE | $589 | $3,939-85.1% | $3,689-84.0% | $4,156-85.8% |
| Participant deferral / active EE | $2,805 | $5,500-49.0% | $5,072-44.7% | $6,407-56.2% |
| Admin fee / account holder | $697 | $9,721-92.8% | $8,859-92.1% | $12,270-94.3% |