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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 | $93,631 | $157,304-40.5% | $141,197-33.7% | $152,909-38.8% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 25.16% | 64.34%-39.2pp | 71.41%-46.3pp | 345.46%-320.3pp |
| Employer contribution / active EE | $87 | $5,263-98.3% | $4,736-98.2% | $4,764-98.2% |
| Participant deferral / active EE | $3,709 | $7,111-47.8% | $6,710-44.7% | $5,851-36.6% |
| Admin fee / account holder | $4,774 | $12,126-60.6% | $10,265-53.5% | $11,601-58.8% |