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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 | $71,273 | $106,923-33.3% | $84,023-15.2% | $152,909-53.4% |
| Participation rate | 83.3% | 75.3%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 20.20% | 105.02%-84.8pp | 71.32%-51.1pp | 345.46%-325.3pp |
| Employer contribution / active EE | $267 | $2,735-90.3% | $1,984-86.6% | $4,764-94.4% |
| Participant deferral / active EE | $2,012 | $4,013-49.9% | $3,239-37.9% | $5,851-65.6% |
| Admin fee / account holder | $472 | $8,289-94.3% | $6,102-92.3% | $11,601-95.9% |