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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 | $32,733 | $160,028-79.5% | $147,080-77.7% | $145,884-77.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 57.25% | 98.60%-41.3pp | 420.17%-362.9pp | 551.85%-494.6pp |
| Employer contribution / active EE | $998 | $5,286-81.1% | $4,933-79.8% | $4,662-78.6% |
| Participant deferral / active EE | $4,778 | $8,422-43.3% | $8,066-40.8% | $6,690-28.6% |
| Admin fee / account holder | $13,760 | $15,030-8.5% | $12,989+5.9% | $13,392+2.7% |