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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 | $30,136 | $154,228-80.5% | $145,433-79.3% | $137,256-78.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.84% | 74.59%-46.7pp | 66.58%-38.7pp | 220.34%-192.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,144 | $8,216+60.0% | $7,897+66.4% | $6,407+105.2% |
| Admin fee / account holder | $907 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |