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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 | $17,507 | $159,978-89.1% | $147,041-88.1% | $145,978-88.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 19.94% | 98.36%-78.4pp | 419.21%-399.3pp | 550.52%-530.6pp |
| Employer contribution / active EE | $792 | $5,288-85.0% | $4,935-83.9% | $4,662-83.0% |
| Participant deferral / active EE | $3,400 | $8,429-59.7% | $8,071-57.9% | $6,690-49.2% |
| Admin fee / account holder | $666 | $15,053-95.6% | $13,006-94.9% | $13,400-95.0% |