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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 | $64,927 | $86,298-24.8% | $111,308-41.7% | $85,847-24.4% |
| Participation rate | 97.1% | 73.3%+23.7pp | 77.3%+19.7pp | 69.3%+27.7pp |
| Annual return | 11.77% | 19.99%-8.2pp | 54.67%-42.9pp | 318.61%-306.8pp |
| Employer contribution / active EE | $509 | $2,044-75.1% | $2,732-81.4% | $2,565-80.2% |
| Participant deferral / active EE | $4,530 | $3,641+24.4% | $4,487+0.9% | $3,952+14.6% |
| Admin fee / account holder | $620 | $8,189-92.4% | $7,965-92.2% | $6,261-90.1% |