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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 | $49,545 | $198,457-75.0% | $170,435-70.9% | $147,586-66.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.80% | 257.30%-244.5pp | 205.94%-193.1pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,164 | $6,183-81.2% | $5,432-78.6% | $4,876-76.1% |
| Participant deferral / active EE | $2,758 | $5,629-51.0% | $4,939-44.2% | $5,439-49.3% |
| Admin fee / account holder | $380 | $16,852-97.7% | $13,881-97.3% | $10,886-96.5% |