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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 | $53,341 | $72,426-26.4% | $67,560-21.0% | $145,897-63.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 15.56% | 7226.78%-7211.2pp | 3533.50%-3517.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $335 | $3,074-89.1% | $2,737-87.8% | $4,663-92.8% |
| Participant deferral / active EE | $3,676 | $4,785-23.2% | $4,004-8.2% | $6,689-45.0% |
| Admin fee / account holder | $782 | $5,514-85.8% | $3,994-80.4% | $13,390-94.2% |