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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 | $50,614 | $162,136-68.8% | $152,301-66.8% | $154,746-67.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.26% | 91.02%-70.8pp | 80.50%-60.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $838 | $4,890-82.9% | $4,624-81.9% | $4,379-80.9% |
| Participant deferral / active EE | $13,179 | $8,341+58.0% | $8,004+64.7% | $6,730+95.8% |
| Admin fee / account holder | $2,337 | $15,759-85.2% | $14,398-83.8% | $14,365-83.7% |