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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 | $64,288 | $157,304-59.1% | $141,197-54.5% | $152,909-58.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 26.24% | 64.34%-38.1pp | 71.41%-45.2pp | 345.46%-319.2pp |
| Employer contribution / active EE | $811 | $5,263-84.6% | $4,736-82.9% | $4,764-83.0% |
| Participant deferral / active EE | $3,228 | $7,111-54.6% | $6,710-51.9% | $5,851-44.8% |
| Admin fee / account holder | $4,182 | $12,126-65.5% | $10,265-59.3% | $11,601-63.9% |