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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 | $75,081 | $198,457-62.2% | $170,435-55.9% | $147,586-49.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 11.90% | 257.30%-245.4pp | 205.94%-194.0pp | 578.59%-566.7pp |
| Employer contribution / active EE | $770 | $6,183-87.5% | $5,432-85.8% | $4,876-84.2% |
| Participant deferral / active EE | $2,735 | $5,629-51.4% | $4,939-44.6% | $5,439-49.7% |
| Admin fee / account holder | $1,041 | $16,852-93.8% | $13,881-92.5% | $10,886-90.4% |