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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 | $52,353 | $89,370-41.4% | $141,197-62.9% | $72,976-28.3% |
| Participation rate | 93.4% | 75.1%+18.3pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 21.87% | 111.88%-90.0pp | 71.41%-49.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $498 | $3,115-84.0% | $4,736-89.5% | $2,440-79.6% |
| Participant deferral / active EE | $3,006 | $5,419-44.5% | $6,710-55.2% | $3,608-16.7% |
| Admin fee / account holder | $4,199 | $5,957-29.5% | $10,265-59.1% | $5,124-18.0% |