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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 | $18,137 | $175,259-89.7% | $149,723-87.9% | $139,487-87.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.80% | 166.82%-142.0pp | 134.50%-109.7pp | 373.84%-349.0pp |
| Employer contribution / active EE | $1,027 | $5,478-81.3% | $4,821-78.7% | $4,755-78.4% |
| Participant deferral / active EE | $3,818 | $6,522-41.5% | $5,682-32.8% | $6,713-43.1% |
| Admin fee / account holder | $5,341 | $16,158-66.9% | $13,215-59.6% | $11,407-53.2% |