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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 | $23,887 | $185,312-87.1% | $161,489-85.2% | $154,746-84.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.49% | 103.84%-86.4pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $419 | $4,769-91.2% | $4,268-90.2% | $4,379-90.4% |
| Participant deferral / active EE | $2,993 | $6,350-52.9% | $5,630-46.8% | $6,730-55.5% |
| Admin fee / account holder | $964 | $18,654-94.8% | $16,006-94.0% | $14,365-93.3% |