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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 | $71,432 | $154,228-53.7% | $145,433-50.9% | $137,256-48.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.22% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $788 | $4,804-83.6% | $4,554-82.7% | $4,156-81.1% |
| Participant deferral / active EE | $18,538 | $8,216+125.6% | $7,897+134.7% | $6,407+189.3% |
| Admin fee / account holder | $1,081 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |