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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 | $33,193 | $111,535-70.2% | $105,223-68.5% | $137,256-75.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.13% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $685 | $3,939-82.6% | $3,689-81.4% | $4,156-83.5% |
| Participant deferral / active EE | $7,670 | $5,500+39.5% | $5,072+51.2% | $6,407+19.7% |
| Admin fee / account holder | $759 | $9,721-92.2% | $8,859-91.4% | $12,270-93.8% |