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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 | $99,901 | $107,944-7.5% | $91,994+8.6% | $152,885-34.7% |
| Participation rate | 79.2% | 81.2%-2.0pp | 78.6%+0.5pp | 82.5%-3.3pp |
| Annual return | 23.96% | 89.26%-65.3pp | 69.03%-45.1pp | 345.39%-321.4pp |
| Employer contribution / active EE | $205 | $4,210-95.1% | $3,452-94.1% | $4,763-95.7% |
| Participant deferral / active EE | $5,633 | $6,365-11.5% | $5,923-4.9% | $5,851-3.7% |
| Admin fee / account holder | $6,305 | $10,521-40.1% | $7,743-18.6% | $11,598-45.6% |