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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 | $159,978-59.3% | $147,041-55.8% | $145,978-55.4% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 12.33% | 98.36%-86.0pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $985 | $5,288-81.4% | $4,935-80.0% | $4,662-78.9% |
| Participant deferral / active EE | $7,713 | $8,429-8.5% | $8,071-4.4% | $6,690+15.3% |
| Admin fee / account holder | $4,829 | $15,053-67.9% | $13,006-62.9% | $13,400-64.0% |