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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 | $36,592 | $135,645-73.0% | $110,243-66.8% | $135,380-73.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.82% | 513.24%-504.4pp | 314.76%-305.9pp | 519.81%-511.0pp |
| Employer contribution / active EE | $787 | $4,907-84.0% | $3,827-79.4% | $4,779-83.5% |
| Participant deferral / active EE | $1,865 | $5,507-66.1% | $4,672-60.1% | $5,609-66.8% |
| Admin fee / account holder | $512 | $11,458-95.5% | $8,548-94.0% | $10,828-95.3% |