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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 | $65,066 | $171,492-62.1% | $150,734-56.8% | $198,609-67.2% |
| Participation rate | 92.3% | 81.4%+10.9pp | 78.4%+13.9pp | 82.4%+9.9pp |
| Annual return | 9.22% | 804.70%-795.5pp | 600.81%-591.6pp | 202.70%-193.5pp |
| Employer contribution / active EE | $1,224 | $5,470-77.6% | $4,918-75.1% | $5,055-75.8% |
| Participant deferral / active EE | $12,983 | $6,259+107.4% | $5,610+131.4% | $6,977+86.1% |
| Admin fee / account holder | $1,393 | $17,628-92.1% | $14,905-90.7% | $19,030-92.7% |