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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 | $22,611 | $126,661-82.1% | $113,397-80.1% | $138,895-83.7% |
| Participation rate | 95.7% | 79.4%+16.2pp | 76.5%+19.2pp | 79.9%+15.7pp |
| Annual return | 13.70% | 25.05%-11.4pp | 23.20%-9.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $669 | $3,456-80.7% | $2,977-77.5% | $4,194-84.1% |
| Participant deferral / active EE | $5,683 | $5,693-0.2% | $5,076+11.9% | $6,396-11.2% |
| Admin fee / account holder | $1,488 | $14,549-89.8% | $11,957-87.6% | $12,562-88.2% |