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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 | $75,477 | $160,028-52.8% | $147,080-48.7% | $145,884-48.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,016 | $5,286-80.8% | $4,933-79.4% | $4,662-78.2% |
| Participant deferral / active EE | $3,263 | $8,422-61.3% | $8,066-59.5% | $6,690-51.2% |
| Admin fee / account holder | $790 | $15,030-94.7% | $12,989-93.9% | $13,392-94.1% |