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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 | $27,332 | $126,661-78.4% | $113,397-75.9% | $138,895-80.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.86% | 25.05%-11.2pp | 23.20%-9.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $487 | $3,456-85.9% | $2,977-83.7% | $4,194-88.4% |
| Participant deferral / active EE | $6,169 | $5,693+8.4% | $5,076+21.5% | $6,396-3.6% |
| Admin fee / account holder | $1,035 | $14,549-92.9% | $11,957-91.3% | $12,562-91.8% |