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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 | $103,749 | $160,028-35.2% | $147,080-29.5% | $145,884-28.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.19% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $321 | $5,286-93.9% | $4,933-93.5% | $4,662-93.1% |
| Participant deferral / active EE | $5,141 | $8,422-39.0% | $8,066-36.3% | $6,690-23.1% |
| Admin fee / account holder | $26,414 | $15,030+75.7% | $12,989+103.4% | $13,392+97.2% |