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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 | $90,937 | $166,242-45.3% | $165,071-44.9% | $145,884-37.7% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 16.37% | 100.44%-84.1pp | 70.17%-53.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $438 | $5,283-91.7% | $4,347-89.9% | $4,662-90.6% |
| Participant deferral / active EE | $2,820 | $6,964-59.5% | $6,035-53.3% | $6,690-57.8% |
| Admin fee / account holder | $9,456 | $16,658-43.2% | $12,695-25.5% | $13,392-29.4% |