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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 | $50,032 | $160,028-68.7% | $147,080-66.0% | $145,884-65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.70% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $834 | $5,286-84.2% | $4,933-83.1% | $4,662-82.1% |
| Participant deferral / active EE | $3,647 | $8,422-56.7% | $8,066-54.8% | $6,690-45.5% |
| Admin fee / account holder | $391 | $15,030-97.4% | $12,989-97.0% | $13,392-97.1% |