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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 | $78,729 | $209,336-62.4% | $197,124-60.1% | $137,256-42.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.42% | 48.09%-34.7pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,030 | $6,591-84.4% | $6,227-83.5% | $4,156-75.2% |
| Participant deferral / active EE | $3,536 | $9,614-63.2% | $9,135-61.3% | $6,407-44.8% |
| Admin fee / account holder | $25,261 | $17,308+46.0% | $16,298+55.0% | $12,270+105.9% |