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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 | $61,912 | $160,070-61.3% | $147,117-57.9% | $145,897-57.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 23.44% | 98.69%-75.3pp | 420.54%-397.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $326 | $5,285-93.8% | $4,932-93.4% | $4,663-93.0% |
| Participant deferral / active EE | $3,196 | $8,419-62.0% | $8,065-60.4% | $6,689-52.2% |
| Admin fee / account holder | $2,361 | $15,035-84.3% | $12,993-81.8% | $13,390-82.4% |