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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 | $87,297 | $157,276-44.5% | $141,177-38.2% | $152,885-42.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.43% | 64.33%-34.9pp | 71.40%-42.0pp | 345.39%-316.0pp |
| Employer contribution / active EE | $659 | $5,262-87.5% | $4,736-86.1% | $4,763-86.2% |
| Participant deferral / active EE | $17,326 | $7,110+143.7% | $6,710+158.2% | $5,851+196.1% |
| Admin fee / account holder | $993 | $12,123-91.8% | $10,263-90.3% | $11,598-91.4% |