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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 | $67,962 | $112,131-39.4% | $95,964-29.2% | $158,982-57.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.80% | 171.19%-154.4pp | 91.64%-74.8pp | 302.99%-286.2pp |
| Employer contribution / active EE | $446 | $3,199-86.1% | $2,541-82.4% | $4,763-90.6% |
| Participant deferral / active EE | $5,998 | $4,784+25.4% | $4,167+44.0% | $5,983+0.2% |
| Admin fee / account holder | $469 | $10,136-95.4% | $6,797-93.1% | $11,252-95.8% |