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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 | $72,446-26.4% | $67,561-21.0% | $145,877-63.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 15.56% | 7211.98%-7196.4pp | 3525.44%-3509.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $335 | $3,072-89.1% | $2,735-87.8% | $4,663-92.8% |
| Participant deferral / active EE | $3,676 | $4,785-23.2% | $4,003-8.2% | $6,691-45.1% |
| Admin fee / account holder | $782 | $5,541-85.9% | $4,006-80.5% | $13,402-94.2% |