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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 | $55,894 | $118,467-52.8% | $98,450-43.2% | $139,456-59.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 18.95%-4.1pp | 21.16%-6.3pp | 373.45%-358.6pp |
| Employer contribution / active EE | $591 | $3,611-83.6% | $3,049-80.6% | $4,753-87.6% |
| Participant deferral / active EE | $1,923 | $5,393-64.3% | $4,739-59.4% | $6,711-71.3% |
| Admin fee / account holder | $2,181 | $14,057-84.5% | $8,961-75.7% | $11,407-80.9% |