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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 | $58,668 | $160,040-63.3% | $147,096-60.1% | $145,877-59.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.49% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $729 | $5,289-86.2% | $4,936-85.2% | $4,663-84.4% |
| Participant deferral / active EE | $6,031 | $8,429-28.5% | $8,071-25.3% | $6,691-9.9% |
| Admin fee / account holder | $1,293 | $15,050-91.4% | $13,005-90.1% | $13,402-90.3% |