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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 | $125,531 | $116,203+8.0% | $93,621+34.1% | $152,909-17.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.07% | 35.96%-16.9pp | 32.76%-13.7pp | 345.46%-326.4pp |
| Employer contribution / active EE | $480 | $3,219-85.1% | $2,719-82.3% | $4,764-89.9% |
| Participant deferral / active EE | $1,776 | $4,605-61.4% | $4,070-56.4% | $5,851-69.6% |
| Admin fee / account holder | $3,000 | $10,751-72.1% | $7,890-62.0% | $11,601-74.1% |