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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 | $51,369 | $166,268-69.1% | $165,100-68.9% | $145,897-64.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.84% | 100.52%-87.7pp | 70.21%-57.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $46 | $5,284-99.1% | $4,348-98.9% | $4,663-99.0% |
| Participant deferral / active EE | $6,160 | $6,964-11.6% | $6,035+2.1% | $6,689-7.9% |
| Admin fee / account holder | $5,965 | $16,659-64.2% | $12,696-53.0% | $13,390-55.5% |