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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 | $80,725 | $201,372-59.9% | $184,260-56.2% | $145,884-44.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 62.84% | 29.04%+33.8pp | 28.84%+34.0pp | 551.85%-489.0pp |
| Employer contribution / active EE | $1,078 | $7,024-84.6% | $6,427-83.2% | $4,662-76.9% |
| Participant deferral / active EE | $21,681 | $9,808+121.1% | $9,133+137.4% | $6,690+224.1% |
| Admin fee / account holder | $1,047 | $16,362-93.6% | $13,898-92.5% | $13,392-92.2% |