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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 | $39,742 | $166,242-76.1% | $165,071-75.9% | $145,884-72.8% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.6%-0.4pp | 80.3%-2.0pp |
| Annual return | 15.93% | 100.44%-84.5pp | 70.17%-54.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $880 | $5,283-83.3% | $4,347-79.8% | $4,662-81.1% |
| Participant deferral / active EE | $4,035 | $6,964-42.1% | $6,035-33.1% | $6,690-39.7% |
| Admin fee / account holder | $364 | $16,658-97.8% | $12,695-97.1% | $13,392-97.3% |