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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 | $18,086 | $185,312-90.2% | $161,489-88.8% | $154,746-88.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 24.84% | 103.84%-79.0pp | 89.72%-64.9pp | 172.34%-147.5pp |
| Employer contribution / active EE | $862 | $4,769-81.9% | $4,268-79.8% | $4,379-80.3% |
| Participant deferral / active EE | $4,476 | $6,350-29.5% | $5,630-20.5% | $6,730-33.5% |
| Admin fee / account holder | $573 | $18,654-96.9% | $16,006-96.4% | $14,365-96.0% |