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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 | $12,259 | $111,814-89.0% | $103,378-88.1% | $145,978-91.6% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 206.73% | 24.80%+181.9pp | 24.91%+181.8pp | 550.52%-343.8pp |
| Employer contribution / active EE | $420 | $4,215-90.0% | $3,870-89.2% | $4,662-91.0% |
| Participant deferral / active EE | $4,197 | $5,618-25.3% | $5,058-17.0% | $6,690-37.3% |
| Admin fee / account holder | $578 | $9,764-94.1% | $8,401-93.1% | $13,400-95.7% |