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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 | $101,863 | $157,304-35.2% | $141,197-27.9% | $152,909-33.4% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.5%+8.8pp |
| Annual return | 22.42% | 64.34%-41.9pp | 71.41%-49.0pp | 345.46%-323.0pp |
| Employer contribution / active EE | $821 | $5,263-84.4% | $4,736-82.7% | $4,764-82.8% |
| Participant deferral / active EE | $4,846 | $7,111-31.8% | $6,710-27.8% | $5,851-17.2% |
| Admin fee / account holder | $599 | $12,126-95.1% | $10,265-94.2% | $11,601-94.8% |