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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 | $62,411 | $159,934-61.0% | $147,005-57.5% | $145,959-57.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.11% | 98.24%-81.1pp | 418.76%-401.7pp | 561.95%-544.8pp |
| Employer contribution / active EE | $698 | $5,287-86.8% | $4,934-85.9% | $4,661-85.0% |
| Participant deferral / active EE | $3,746 | $8,427-55.6% | $8,070-53.6% | $6,689-44.0% |
| Admin fee / account holder | $593 | $15,053-96.1% | $13,006-95.4% | $13,398-95.6% |