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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 | $43,342 | $176,105-75.4% | $159,474-72.8% | $167,536-74.1% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 12.85% | 331.91%-319.1pp | 263.68%-250.8pp | 478.82%-466.0pp |
| Employer contribution / active EE | $622 | $5,299-88.3% | $4,831-87.1% | $4,839-87.2% |
| Participant deferral / active EE | $4,343 | $7,751-44.0% | $7,353-40.9% | $6,342-31.5% |
| Admin fee / account holder | $958 | $12,559-92.4% | $10,802-91.1% | $12,315-92.2% |