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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 | $156,398-67.6% | $147,318-65.6% | $138,895-63.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.26% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.1pp |
| Employer contribution / active EE | $838 | $4,853-82.7% | $4,593-81.8% | $4,194-80.0% |
| Participant deferral / active EE | $13,179 | $8,237+60.0% | $7,906+66.7% | $6,396+106.1% |
| Admin fee / account holder | $2,337 | $14,976-84.4% | $13,708-83.0% | $12,562-81.4% |