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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 | $83,776 | $209,425-60.0% | $178,499-53.1% | $158,966-47.3% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 17.75% | 188.80%-171.0pp | 151.10%-133.4pp | 302.95%-285.2pp |
| Employer contribution / active EE | $973 | $5,707-82.9% | $5,011-80.6% | $4,762-79.6% |
| Participant deferral / active EE | $4,075 | $5,955-31.6% | $5,202-21.7% | $5,983-31.9% |
| Admin fee / account holder | $370 | $17,078-97.8% | $13,986-97.4% | $11,250-96.7% |