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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 | $64,011 | $133,981-52.2% | $112,249-43.0% | $134,532-52.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2.01% | 47.16%-45.2pp | 27.48%-25.5pp | 418.27%-416.3pp |
| Employer contribution / active EE | $323 | $4,040-92.0% | $3,636-91.1% | $4,741-93.2% |
| Participant deferral / active EE | $7,710 | $5,292+45.7% | $4,729+63.0% | $6,401+20.5% |
| Admin fee / account holder | $1,107 | $7,492-85.2% | $6,412-82.7% | $11,429-90.3% |