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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 | $82,437 | $111,878-26.3% | $93,727-12.0% | $145,897-43.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 19.43% | 204.28%-184.8pp | 133.83%-114.4pp | 552.29%-532.9pp |
| Employer contribution / active EE | $400 | $3,092-87.1% | $2,421-83.5% | $4,663-91.4% |
| Participant deferral / active EE | $6,890 | $4,920+40.0% | $4,417+56.0% | $6,689+3.0% |
| Admin fee / account holder | $44,378 | $10,256+332.7% | $8,292+435.2% | $13,390+231.4% |