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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 | $79,555 | $212,386-62.5% | $199,883-60.2% | $138,895-42.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.26% | 47.75%-35.5pp | 43.81%-31.5pp | 145.39%-133.1pp |
| Employer contribution / active EE | $893 | $6,625-86.5% | $6,261-85.7% | $4,194-78.7% |
| Participant deferral / active EE | $6,747 | $9,617-29.8% | $9,138-26.2% | $6,396+5.5% |
| Admin fee / account holder | $1,264 | $18,233-93.1% | $17,268-92.7% | $12,562-89.9% |