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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 | $74,206 | $217,432-65.9% | $185,849-60.1% | $167,536-55.7% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 24.01% | 148.42%-124.4pp | 122.10%-98.1pp | 478.82%-454.8pp |
| Employer contribution / active EE | $1,216 | $5,875-79.3% | $5,169-76.5% | $4,839-74.9% |
| Participant deferral / active EE | $3,988 | $6,357-37.3% | $5,569-28.4% | $6,342-37.1% |
| Admin fee / account holder | $1,417 | $19,818-92.8% | $16,244-91.3% | $12,315-88.5% |