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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 | $201,344-59.9% | $184,243-56.2% | $145,877-44.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 62.84% | 29.01%+33.8pp | 28.82%+34.0pp | 551.28%-488.4pp |
| Employer contribution / active EE | $1,078 | $7,022-84.6% | $6,427-83.2% | $4,663-76.9% |
| Participant deferral / active EE | $21,681 | $9,807+121.1% | $9,132+137.4% | $6,691+224.1% |
| Admin fee / account holder | $1,047 | $16,382-93.6% | $13,914-92.5% | $13,402-92.2% |