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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 | $20,298 | $155,555-87.0% | $146,866-86.2% | $155,188-86.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.24% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $506 | $4,647-89.1% | $4,425-88.6% | $4,248-88.1% |
| Participant deferral / active EE | $2,565 | $8,044-68.1% | $7,759-66.9% | $6,531-60.7% |
| Admin fee / account holder | $1,358 | $14,755-90.8% | $13,620-90.0% | $14,480-90.6% |