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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 | $95,736 | $166,242-42.4% | $165,071-42.0% | $145,884-34.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.92% | 100.44%-89.5pp | 70.17%-59.3pp | 551.85%-540.9pp |
| Employer contribution / active EE | $528 | $5,283-90.0% | $4,347-87.9% | $4,662-88.7% |
| Participant deferral / active EE | $3,478 | $6,964-50.1% | $6,035-42.4% | $6,690-48.0% |
| Admin fee / account holder | $9,768 | $16,658-41.4% | $12,695-23.1% | $13,392-27.1% |