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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 | $25,761 | $181,062-85.8% | $158,223-83.7% | $155,188-83.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.83% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $215 | $4,565-95.3% | $4,109-94.8% | $4,248-94.9% |
| Participant deferral / active EE | $2,740 | $6,134-55.3% | $5,467-49.9% | $6,531-58.1% |
| Admin fee / account holder | $2,246 | $18,825-88.1% | $16,047-86.0% | $14,480-84.5% |