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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 | $21,305 | $172,111-87.6% | $150,298-85.8% | $137,256-84.5% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 17.09% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $101 | $4,636-97.8% | $4,154-97.6% | $4,156-97.6% |
| Participant deferral / active EE | $3,060 | $6,166-50.4% | $5,453-43.9% | $6,407-52.2% |
| Admin fee / account holder | $3,881 | $16,471-76.4% | $14,116-72.5% | $12,270-68.4% |