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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 | $17,051 | $154,228-88.9% | $145,433-88.3% | $137,256-87.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.50% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $791 | $4,804-83.5% | $4,554-82.6% | $4,156-81.0% |
| Participant deferral / active EE | $7,925 | $8,216-3.5% | $7,897+0.4% | $6,407+23.7% |
| Admin fee / account holder | $708 | $14,344-95.1% | $13,129-94.6% | $12,270-94.2% |