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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 | $9,143 | $114,119-92.0% | $107,187-91.5% | $138,895-93.4% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 79.9%+11.7pp |
| Annual return | 22.19% | 273.21%-251.0pp | 204.55%-182.4pp | 145.39%-123.2pp |
| Employer contribution / active EE | $745 | $4,059-81.6% | $3,782-80.3% | $4,194-82.2% |
| Participant deferral / active EE | $2,075 | $5,538-62.5% | $5,096-59.3% | $6,396-67.6% |
| Admin fee / account holder | $485 | $10,024-95.2% | $9,162-94.7% | $12,562-96.1% |