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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 | $37,698 | $201,372-81.3% | $184,260-79.5% | $145,884-74.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.05% | 29.04%-18.0pp | 28.84%-17.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,370 | $7,024-80.5% | $6,427-78.7% | $4,662-70.6% |
| Participant deferral / active EE | $10,744 | $9,808+9.5% | $9,133+17.6% | $6,690+60.6% |
| Admin fee / account holder | $2,412 | $16,362-85.3% | $13,898-82.6% | $13,392-82.0% |