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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 | $116,352 | $156,398-25.6% | $147,318-21.0% | $138,895-16.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.80% | 78.75%-62.0pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $716 | $4,853-85.2% | $4,593-84.4% | $4,194-82.9% |
| Participant deferral / active EE | $11,595 | $8,237+40.8% | $7,906+46.7% | $6,396+81.3% |
| Admin fee / account holder | $1,302 | $14,976-91.3% | $13,708-90.5% | $12,562-89.6% |