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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 | $38,557 | $198,457-80.6% | $170,435-77.4% | $147,586-73.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 13.16% | 257.30%-244.1pp | 205.94%-192.8pp | 578.59%-565.4pp |
| Employer contribution / active EE | $714 | $6,183-88.4% | $5,432-86.9% | $4,876-85.4% |
| Participant deferral / active EE | $3,084 | $5,629-45.2% | $4,939-37.6% | $5,439-43.3% |
| Admin fee / account holder | $1,517 | $16,852-91.0% | $13,881-89.1% | $10,886-86.1% |