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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 | $35,446 | $166,268-78.7% | $165,100-78.5% | $145,897-75.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 16.91% | 100.52%-83.6pp | 70.21%-53.3pp | 552.29%-535.4pp |
| Employer contribution / active EE | $870 | $5,284-83.5% | $4,348-80.0% | $4,663-81.4% |
| Participant deferral / active EE | $7,209 | $6,964+3.5% | $6,035+19.4% | $6,689+7.8% |
| Admin fee / account holder | $611 | $16,659-96.3% | $12,696-95.2% | $13,390-95.4% |