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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 | $185,312-86.1% | $161,489-84.0% | $154,746-83.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.83% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $215 | $4,769-95.5% | $4,268-95.0% | $4,379-95.1% |
| Participant deferral / active EE | $2,740 | $6,350-56.9% | $5,630-51.3% | $6,730-59.3% |
| Admin fee / account holder | $2,246 | $18,654-88.0% | $16,006-86.0% | $14,365-84.4% |