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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 | $154,228-73.5% | $145,433-71.9% | $137,256-70.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.74% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $294 | $4,804-93.9% | $4,554-93.5% | $4,156-92.9% |
| Participant deferral / active EE | $5,465 | $8,216-33.5% | $7,897-30.8% | $6,407-14.7% |
| Admin fee / account holder | $589 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |