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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 | $111,535-91.8% | $105,223-91.3% | $137,256-93.3% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 22.19% | 237.85%-215.7pp | 180.65%-158.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $745 | $3,939-81.1% | $3,689-79.8% | $4,156-82.1% |
| Participant deferral / active EE | $2,075 | $5,500-62.3% | $5,072-59.1% | $6,407-67.6% |
| Admin fee / account holder | $485 | $9,721-95.0% | $8,859-94.5% | $12,270-96.1% |