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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 | $80,309 | $112,112-28.4% | $95,956-16.3% | $158,950-49.5% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 12.16% | 171.15%-159.0pp | 91.63%-79.5pp | 302.91%-290.7pp |
| Employer contribution / active EE | $351 | $3,199-89.0% | $2,541-86.2% | $4,762-92.6% |
| Participant deferral / active EE | $6,490 | $4,784+35.7% | $4,167+55.8% | $5,983+8.5% |
| Admin fee / account holder | $30,058 | $10,134+196.6% | $6,797+342.2% | $11,248+167.2% |