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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 | $40,216 | $185,312-78.3% | $161,489-75.1% | $154,746-74.0% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 16.82% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $242 | $4,769-94.9% | $4,268-94.3% | $4,379-94.5% |
| Participant deferral / active EE | $3,267 | $6,350-48.6% | $5,630-42.0% | $6,730-51.5% |
| Admin fee / account holder | $1,189 | $18,654-93.6% | $16,006-92.6% | $14,365-91.7% |