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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 | $82,648 | $155,555-46.9% | $146,866-43.7% | $155,188-46.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 51.44% | 115.41%-64.0pp | 102.85%-51.4pp | 148.84%-97.4pp |
| Employer contribution / active EE | $580 | $4,647-87.5% | $4,425-86.9% | $4,248-86.4% |
| Participant deferral / active EE | $5,244 | $8,044-34.8% | $7,759-32.4% | $6,531-19.7% |
| Admin fee / account holder | $23,875 | $14,755+61.8% | $13,620+75.3% | $14,480+64.9% |