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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 | $3,697 | $70,366-94.7% | $66,674-94.5% | $138,895-97.3% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 23.57% | 386.41%-362.8pp | 321.24%-297.7pp | 145.39%-121.8pp |
| Employer contribution / active EE | $251 | $2,765-90.9% | $2,620-90.4% | $4,194-94.0% |
| Participant deferral / active EE | $898 | $4,374-79.5% | $4,084-78.0% | $6,396-86.0% |
| Admin fee / account holder | $437 | $5,262-91.7% | $5,098-91.4% | $12,562-96.5% |