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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 | $95,804 | $157,296-39.1% | $141,191-32.1% | $152,897-37.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.73% | 64.34%-41.6pp | 71.41%-48.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $513 | $5,262-90.3% | $4,736-89.2% | $4,764-89.2% |
| Participant deferral / active EE | $3,025 | $7,111-57.5% | $6,710-54.9% | $5,851-48.3% |
| Admin fee / account holder | $1,399 | $12,125-88.5% | $10,264-86.4% | $11,599-87.9% |