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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 | $112,526 | $217,432-48.2% | $185,851-39.5% | $167,553-32.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.09% | 148.43%-131.3pp | 122.11%-105.0pp | 478.89%-461.8pp |
| Employer contribution / active EE | $703 | $5,874-88.0% | $5,168-86.4% | $4,840-85.5% |
| Participant deferral / active EE | $4,218 | $6,357-33.6% | $5,569-24.3% | $6,343-33.5% |
| Admin fee / account holder | $794 | $19,820-96.0% | $16,245-95.1% | $12,316-93.6% |