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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 | $66,983 | $212,386-68.5% | $199,883-66.5% | $138,895-51.8% |
| Participation rate | 82.4% | 87.4%-5.0pp | 86.8%-4.4pp | 79.9%+2.4pp |
| Annual return | 97.15% | 47.75%+49.4pp | 43.81%+53.3pp | 145.39%-48.2pp |
| Employer contribution / active EE | $1,308 | $6,625-80.3% | $6,261-79.1% | $4,194-68.8% |
| Participant deferral / active EE | $3,166 | $9,617-67.1% | $9,138-65.4% | $6,396-50.5% |
| Admin fee / account holder | $1,029 | $18,233-94.4% | $17,268-94.0% | $12,562-91.8% |