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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 | $63,101 | $154,228-59.1% | $145,433-56.6% | $137,256-54.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.44% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $708 | $4,804-85.3% | $4,554-84.4% | $4,156-83.0% |
| Participant deferral / active EE | $13,637 | $8,216+66.0% | $7,897+72.7% | $6,407+112.9% |
| Admin fee / account holder | $410 | $14,344-97.1% | $13,129-96.9% | $12,270-96.7% |