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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 | $185,312-88.5% | $161,489-86.8% | $154,746-86.2% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.7%+8.0pp | 80.7%+6.0pp |
| Annual return | 17.09% | 103.84%-86.8pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $101 | $4,769-97.9% | $4,268-97.6% | $4,379-97.7% |
| Participant deferral / active EE | $3,060 | $6,350-51.8% | $5,630-45.7% | $6,730-54.5% |
| Admin fee / account holder | $3,881 | $18,654-79.2% | $16,006-75.7% | $14,365-73.0% |