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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 | $174,379-87.8% | $152,093-86.0% | $138,895-84.7% |
| Participation rate | 86.7% | 81.6%+5.0pp | 77.8%+8.9pp | 79.9%+6.7pp |
| Annual return | 17.09% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $101 | $4,652-97.8% | $4,175-97.6% | $4,194-97.6% |
| Participant deferral / active EE | $3,060 | $6,159-50.3% | $5,451-43.9% | $6,396-52.2% |
| Admin fee / account holder | $3,881 | $16,880-77.0% | $14,497-73.2% | $12,562-69.1% |