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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 | $130,464 | $103,387+26.2% | $87,102+49.8% | $152,885-14.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.52% | 28.10%-10.6pp | 28.19%-10.7pp | 345.39%-327.9pp |
| Employer contribution / active EE | $260 | $3,221-91.9% | $2,521-89.7% | $4,763-94.5% |
| Participant deferral / active EE | $6,510 | $4,778+36.2% | $4,048+60.8% | $5,851+11.3% |
| Admin fee / account holder | $353 | $12,193-97.1% | $7,491-95.3% | $11,598-97.0% |