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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 | $89,763 | $162,136-44.6% | $152,301-41.1% | $154,746-42.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.67% | 91.02%-73.4pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $5 | $4,890-99.9% | $4,624-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $5,400 | $8,341-35.3% | $8,004-32.5% | $6,730-19.8% |
| Admin fee / account holder | $355 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |