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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 | $40,362 | $172,111-76.5% | $150,298-73.1% | $137,256-70.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.40% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $693 | $4,636-85.1% | $4,154-83.3% | $4,156-83.3% |
| Participant deferral / active EE | $2,375 | $6,166-61.5% | $5,453-56.4% | $6,407-62.9% |
| Admin fee / account holder | $1,362 | $16,471-91.7% | $14,116-90.4% | $12,270-88.9% |