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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 | $42,661 | $223,823-80.9% | $211,142-79.8% | $154,746-72.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.77% | 50.39%-30.6pp | 46.84%-27.1pp | 172.34%-152.6pp |
| Employer contribution / active EE | $997 | $6,787-85.3% | $6,442-84.5% | $4,379-77.2% |
| Participant deferral / active EE | $4,467 | $9,750-54.2% | $9,284-51.9% | $6,730-33.6% |
| Admin fee / account holder | $321 | $19,707-98.4% | $19,076-98.3% | $14,365-97.8% |