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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 | $67,555 | $132,099-48.9% | $115,599-41.6% | $138,895-51.4% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.3%+18.6pp | 79.9%+12.9pp |
| Annual return | 20.24% | 176.76%-156.5pp | 111.10%-90.9pp | 145.39%-125.2pp |
| Employer contribution / active EE | $572 | $3,416-83.3% | $2,955-80.7% | $4,194-86.4% |
| Participant deferral / active EE | $2,795 | $5,617-50.2% | $4,889-42.8% | $6,396-56.3% |
| Admin fee / account holder | $1,144 | $15,650-92.7% | $12,841-91.1% | $12,562-90.9% |