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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 | $114,119-70.9% | $107,187-69.0% | $138,895-76.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.13% | 273.21%-257.1pp | 204.55%-188.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $685 | $4,059-83.1% | $3,782-81.9% | $4,194-83.7% |
| Participant deferral / active EE | $7,670 | $5,538+38.5% | $5,096+50.5% | $6,396+19.9% |
| Admin fee / account holder | $759 | $10,024-92.4% | $9,162-91.7% | $12,562-94.0% |