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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 | $36,379 | $176,120-79.3% | $159,487-77.2% | $167,553-78.3% |
| Participation rate | 77.3% | 85.0%-7.7pp | 82.8%-5.6pp | 82.1%-4.8pp |
| Annual return | 16.66% | 331.95%-315.3pp | 263.71%-247.0pp | 478.89%-462.2pp |
| Employer contribution / active EE | $201 | $5,299-96.2% | $4,831-95.8% | $4,840-95.9% |
| Participant deferral / active EE | $3,451 | $7,752-55.5% | $7,354-53.1% | $6,343-45.6% |
| Admin fee / account holder | $1,221 | $12,561-90.3% | $10,804-88.7% | $12,316-90.1% |