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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 | $72,374 | $174,379-58.5% | $152,093-52.4% | $138,895-47.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.38% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $319 | $4,652-93.1% | $4,175-92.4% | $4,194-92.4% |
| Participant deferral / active EE | $3,747 | $6,159-39.2% | $5,451-31.3% | $6,396-41.4% |
| Admin fee / account holder | $1,286 | $16,880-92.4% | $14,497-91.1% | $12,562-89.8% |