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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 | $47,109 | $160,028-70.6% | $147,080-68.0% | $145,884-67.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.78% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $275 | $5,286-94.8% | $4,933-94.4% | $4,662-94.1% |
| Participant deferral / active EE | $3,950 | $8,422-53.1% | $8,066-51.0% | $6,690-41.0% |
| Admin fee / account holder | $301 | $15,030-98.0% | $12,989-97.7% | $13,392-97.8% |