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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 | $160,040-61.3% | $147,096-57.9% | $145,877-57.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 23.44% | 98.49%-75.1pp | 419.75%-396.3pp | 551.28%-527.8pp |
| Employer contribution / active EE | $326 | $5,289-93.8% | $4,936-93.4% | $4,663-93.0% |
| Participant deferral / active EE | $3,196 | $8,429-62.1% | $8,071-60.4% | $6,691-52.2% |
| Admin fee / account holder | $2,361 | $15,050-84.3% | $13,005-81.8% | $13,402-82.4% |