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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 | $113,851 | $209,422-45.6% | $178,503-36.2% | $158,982-28.4% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 11.62% | 188.81%-177.2pp | 151.12%-139.5pp | 302.99%-291.4pp |
| Employer contribution / active EE | $1,013 | $5,707-82.3% | $5,011-79.8% | $4,763-78.7% |
| Participant deferral / active EE | $3,966 | $5,955-33.4% | $5,202-23.8% | $5,983-33.7% |
| Admin fee / account holder | $1,140 | $17,079-93.3% | $13,987-91.8% | $11,252-89.9% |