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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 | $90,960 | $129,737-29.9% | $119,126-23.6% | $154,746-41.2% |
| Participation rate | 73.9% | 78.9%-4.9pp | 75.8%-1.8pp | 80.7%-6.8pp |
| Annual return | 17.94% | 379.08%-361.1pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $405 | $4,375-90.7% | $4,034-90.0% | $4,379-90.8% |
| Participant deferral / active EE | $4,048 | $5,842-30.7% | $5,318-23.9% | $6,730-39.9% |
| Admin fee / account holder | $1,507 | $11,961-87.4% | $10,693-85.9% | $14,365-89.5% |