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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 | $85,164 | $176,105-51.6% | $159,474-46.6% | $167,536-49.2% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.34% | 331.91%-318.6pp | 263.68%-250.3pp | 478.82%-465.5pp |
| Employer contribution / active EE | $453 | $5,299-91.5% | $4,831-90.6% | $4,839-90.6% |
| Participant deferral / active EE | $4,215 | $7,751-45.6% | $7,353-42.7% | $6,342-33.5% |
| Admin fee / account holder | $35,459 | $12,559+182.3% | $10,802+228.2% | $12,315+187.9% |