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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 | $90,375 | $196,972-54.1% | $182,262-50.4% | $198,609-54.5% |
| Participation rate | 70.6% | 85.7%-15.1pp | 84.2%-13.6pp | 82.4%-11.8pp |
| Annual return | 13.29% | 158.27%-145.0pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $961 | $5,364-82.1% | $5,046-80.9% | $5,055-81.0% |
| Participant deferral / active EE | $4,735 | $8,643-45.2% | $8,276-42.8% | $6,977-32.1% |
| Admin fee / account holder | $1,601 | $18,429-91.3% | $16,712-90.4% | $19,030-91.6% |