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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 | $77,783 | $134,817-42.3% | $123,973-37.3% | $155,188-49.9% |
| Participation rate | 73.7% | 79.4%-5.7pp | 76.7%-3.0pp | 80.8%-7.1pp |
| Annual return | 10.23% | 515.49%-505.3pp | 388.13%-377.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $494 | $4,425-88.8% | $4,126-88.0% | $4,248-88.4% |
| Participant deferral / active EE | $3,073 | $5,706-46.1% | $5,247-41.4% | $6,531-52.9% |
| Admin fee / account holder | $649 | $13,245-95.1% | $11,799-94.5% | $14,480-95.5% |