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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 | $246,830 | $134,817+83.1% | $123,973+99.1% | $155,188+59.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 13.71% | 515.49%-501.8pp | 388.13%-374.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $490 | $4,425-88.9% | $4,126-88.1% | $4,248-88.5% |
| Participant deferral / active EE | $3,936 | $5,706-31.0% | $5,247-25.0% | $6,531-39.7% |
| Admin fee / account holder | $970 | $13,245-92.7% | $11,799-91.8% | $14,480-93.3% |