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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 | $22,555 | $185,312-87.8% | $161,489-86.0% | $154,746-85.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.87% | 103.84%-83.0pp | 89.72%-68.8pp | 172.34%-151.5pp |
| Employer contribution / active EE | $700 | $4,769-85.3% | $4,268-83.6% | $4,379-84.0% |
| Participant deferral / active EE | $3,287 | $6,350-48.2% | $5,630-41.6% | $6,730-51.2% |
| Admin fee / account holder | $2,290 | $18,654-87.7% | $16,006-85.7% | $14,365-84.1% |