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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 | $43,668 | $156,398-72.1% | $147,318-70.4% | $138,895-68.6% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.8pp | 79.9%+1.3pp |
| Annual return | 13.43% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $826 | $4,853-83.0% | $4,593-82.0% | $4,194-80.3% |
| Participant deferral / active EE | $5,353 | $8,237-35.0% | $7,906-32.3% | $6,396-16.3% |
| Admin fee / account holder | $4,286 | $14,976-71.4% | $13,708-68.7% | $12,562-65.9% |