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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 | $145,826 | $160,059-8.9% | $140,019+4.1% | $135,380+7.7% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -5.58% | 911.48%-917.1pp | 651.17%-656.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $919 | $6,420-85.7% | $5,605-83.6% | $4,779-80.8% |
| Participant deferral / active EE | $14,816 | $7,641+93.9% | $6,927+113.9% | $5,609+164.2% |
| Admin fee / account holder | $9,672 | $13,328-27.4% | $10,705-9.7% | $10,828-10.7% |