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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 | $18,834 | $172,111-89.1% | $150,298-87.5% | $137,256-86.3% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 14.93% | 69.37%-54.4pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $570 | $4,636-87.7% | $4,154-86.3% | $4,156-86.3% |
| Participant deferral / active EE | $1,663 | $6,166-73.0% | $5,453-69.5% | $6,407-74.0% |
| Admin fee / account holder | $336 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |