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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 | $191,365 | $157,296+21.7% | $141,191+35.5% | $152,897+25.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.09% | 64.34%-42.2pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,587 | $7,111+48.9% | $6,710+57.8% | $5,851+80.9% |
| Admin fee / account holder | $5,491 | $12,125-54.7% | $10,264-46.5% | $11,599-52.7% |