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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 | $150,207 | $166,268-9.7% | $165,100-9.0% | $145,897+3.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.61% | 100.52%-85.9pp | 70.21%-55.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,106 | $5,284-79.1% | $4,348-74.6% | $4,663-76.3% |
| Participant deferral / active EE | $2,803 | $6,964-59.7% | $6,035-53.6% | $6,689-58.1% |
| Admin fee / account holder | $1,595 | $16,659-90.4% | $12,696-87.4% | $13,390-88.1% |