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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 | $32,671 | $160,028-79.6% | $147,080-77.8% | $145,884-77.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 29.28% | 98.60%-69.3pp | 420.17%-390.9pp | 551.85%-522.6pp |
| Employer contribution / active EE | $210 | $5,286-96.0% | $4,933-95.7% | $4,662-95.5% |
| Participant deferral / active EE | $12,511 | $8,422+48.5% | $8,066+55.1% | $6,690+87.0% |
| Admin fee / account holder | $2,987 | $15,030-80.1% | $12,989-77.0% | $13,392-77.7% |