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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 | $48,603 | $89,364-45.6% | $141,173-65.6% | $72,986-33.4% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.3pp |
| Annual return | 82.77% | 111.86%-29.1pp | 71.40%+11.4pp | 81.01%+1.8pp |
| Employer contribution / active EE | $604 | $3,115-80.6% | $4,735-87.2% | $2,440-75.2% |
| Participant deferral / active EE | $2,465 | $5,419-54.5% | $6,710-63.3% | $3,607-31.7% |
| Admin fee / account holder | $993 | $5,959-83.3% | $10,262-90.3% | $5,124-80.6% |