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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 | $99,276 | $156,398-36.5% | $147,318-32.6% | $138,895-28.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.14% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $850 | $4,853-82.5% | $4,593-81.5% | $4,194-79.7% |
| Participant deferral / active EE | $9,059 | $8,237+10.0% | $7,906+14.6% | $6,396+41.6% |
| Admin fee / account holder | $2,395 | $14,976-84.0% | $13,708-82.5% | $12,562-80.9% |