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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 | $55,036 | $202,342-72.8% | $172,752-68.1% | $152,897-64.0% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 24.75% | 1029.83%-1005.1pp | 802.97%-778.2pp | 345.43%-320.7pp |
| Employer contribution / active EE | $873 | $5,858-85.1% | $5,144-83.0% | $4,764-81.7% |
| Participant deferral / active EE | $3,287 | $5,948-44.7% | $5,198-36.8% | $5,851-43.8% |
| Admin fee / account holder | $4,751 | $17,111-72.2% | $13,955-66.0% | $11,599-59.0% |