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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 | $80,235 | $217,432-63.1% | $185,851-56.8% | $167,553-52.1% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 28.01% | 148.43%-120.4pp | 122.11%-94.1pp | 478.89%-450.9pp |
| Employer contribution / active EE | $691 | $5,874-88.2% | $5,168-86.6% | $4,840-85.7% |
| Participant deferral / active EE | $3,053 | $6,357-52.0% | $5,569-45.2% | $6,343-51.9% |
| Admin fee / account holder | $14,319 | $19,820-27.8% | $16,245-11.9% | $12,316+16.3% |