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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 | $81,526 | $217,432-62.5% | $185,849-56.1% | $167,536-51.3% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 8.92% | 148.42%-139.5pp | 122.10%-113.2pp | 478.82%-469.9pp |
| Employer contribution / active EE | $883 | $5,875-85.0% | $5,169-82.9% | $4,839-81.7% |
| Participant deferral / active EE | $2,923 | $6,357-54.0% | $5,569-47.5% | $6,342-53.9% |
| Admin fee / account holder | $58,807 | $19,818+196.7% | $16,244+262.0% | $12,315+377.5% |