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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 | $49,098 | $217,432-77.4% | $185,849-73.6% | $167,536-70.7% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 12.35% | 148.42%-136.1pp | 122.10%-109.7pp | 478.82%-466.5pp |
| Employer contribution / active EE | $1,211 | $5,875-79.4% | $5,169-76.6% | $4,839-75.0% |
| Participant deferral / active EE | $3,408 | $6,357-46.4% | $5,569-38.8% | $6,342-46.3% |
| Admin fee / account holder | $4,145 | $19,818-79.1% | $16,244-74.5% | $12,315-66.3% |