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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 | $44,935 | $165,381-72.8% | $149,730-70.0% | $158,966-71.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.73% | 348.29%-327.6pp | 276.70%-256.0pp | 302.95%-282.2pp |
| Employer contribution / active EE | $499 | $5,104-90.2% | $4,645-89.3% | $4,762-89.5% |
| Participant deferral / active EE | $10,434 | $7,182+45.3% | $6,843+52.5% | $5,983+74.4% |
| Admin fee / account holder | $4,316 | $10,809-60.1% | $9,310-53.6% | $11,250-61.6% |