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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 | $29,404 | $178,174-83.5% | $156,181-81.2% | $137,256-78.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.70% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,000 | $4,972-79.9% | $4,294-76.7% | $4,156-75.9% |
| Participant deferral / active EE | $6,952 | $6,888+0.9% | $6,132+13.4% | $6,407+8.5% |
| Admin fee / account holder | $6,616 | $17,404-62.0% | $14,586-54.6% | $12,270-46.1% |