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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 | $44,296 | $114,119-61.2% | $107,187-58.7% | $138,895-68.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.57% | 273.21%-251.6pp | 204.55%-183.0pp | 145.39%-123.8pp |
| Employer contribution / active EE | $809 | $4,059-80.1% | $3,782-78.6% | $4,194-80.7% |
| Participant deferral / active EE | $4,504 | $5,538-18.7% | $5,096-11.6% | $6,396-29.6% |
| Admin fee / account holder | $1,436 | $10,024-85.7% | $9,162-84.3% | $12,562-88.6% |