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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 | $33,600 | $168,635-80.1% | $147,617-77.2% | $125,389-73.2% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | -0.30% | 77.65%-77.9pp | 61.98%-62.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $980 | $6,252-84.3% | $5,564-82.4% | $4,866-79.9% |
| Participant deferral / active EE | $2,156 | $5,507-60.8% | $4,895-56.0% | $5,352-59.7% |
| Admin fee / account holder | $654 | $13,580-95.2% | $11,612-94.4% | $9,541-93.1% |