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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 | $39,447 | $157,296-74.9% | $141,191-72.1% | $152,897-74.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 25.26% | 64.34%-39.1pp | 71.41%-46.1pp | 345.43%-320.2pp |
| Employer contribution / active EE | $406 | $5,262-92.3% | $4,736-91.4% | $4,764-91.5% |
| Participant deferral / active EE | $2,765 | $7,111-61.1% | $6,710-58.8% | $5,851-52.7% |
| Admin fee / account holder | $1,168 | $12,125-90.4% | $10,264-88.6% | $11,599-89.9% |