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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 | $40,794 | $162,136-74.8% | $152,301-73.2% | $154,746-73.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.74% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $294 | $4,890-94.0% | $4,624-93.6% | $4,379-93.3% |
| Participant deferral / active EE | $5,465 | $8,341-34.5% | $8,004-31.7% | $6,730-18.8% |
| Admin fee / account holder | $589 | $15,759-96.3% | $14,398-95.9% | $14,365-95.9% |