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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 | $139,981 | $70,366+98.9% | $66,674+109.9% | $138,895+0.8% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 17.57% | 386.41%-368.8pp | 321.24%-303.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,683 | $4,374+98.5% | $4,084+112.6% | $6,396+35.8% |
| Admin fee / account holder | $1,602 | $5,262-69.6% | $5,098-68.6% | $12,562-87.2% |