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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 | $39,087 | $159,978-75.6% | $147,041-73.4% | $145,978-73.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 14.12% | 98.36%-84.2pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $616 | $5,288-88.3% | $4,935-87.5% | $4,662-86.8% |
| Participant deferral / active EE | $7,451 | $8,429-11.6% | $8,071-7.7% | $6,690+11.4% |
| Admin fee / account holder | $343 | $15,053-97.7% | $13,006-97.4% | $13,400-97.4% |