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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 | $49,177 | $226,105-78.3% | $182,540-73.1% | $152,897-67.8% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.0%+3.8pp | 82.5%-0.6pp |
| Annual return | 28.09% | 192.58%-164.5pp | 148.58%-120.5pp | 345.43%-317.3pp |
| Employer contribution / active EE | $235 | $4,978-95.3% | $4,076-94.2% | $4,764-95.1% |
| Participant deferral / active EE | $2,684 | $6,370-57.9% | $5,525-51.4% | $5,851-54.1% |
| Admin fee / account holder | $1,620 | $10,706-84.9% | $8,593-81.1% | $11,599-86.0% |