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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 | $54,151 | $217,432-75.1% | $185,851-70.9% | $167,553-67.7% |
| Participation rate | 94.4% | 86.1%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 16.98% | 148.43%-131.4pp | 122.11%-105.1pp | 478.89%-461.9pp |
| Employer contribution / active EE | $984 | $5,874-83.3% | $5,168-81.0% | $4,840-79.7% |
| Participant deferral / active EE | $3,259 | $6,357-48.7% | $5,569-41.5% | $6,343-48.6% |
| Admin fee / account holder | $360 | $19,820-98.2% | $16,245-97.8% | $12,316-97.1% |