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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 | $65,043 | $160,070-59.4% | $147,117-55.8% | $145,897-55.4% |
| Participation rate | 77.3% | 84.0%-6.8pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 12.33% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $985 | $5,285-81.4% | $4,932-80.0% | $4,663-78.9% |
| Participant deferral / active EE | $7,713 | $8,419-8.4% | $8,065-4.4% | $6,689+15.3% |
| Admin fee / account holder | $4,829 | $15,035-67.9% | $12,993-62.8% | $13,390-63.9% |