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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 | $60,715 | $157,304-61.4% | $141,197-57.0% | $152,909-60.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.26% | 64.34%-40.1pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,487 | $7,111+33.4% | $6,710+41.4% | $5,851+62.1% |
| Admin fee / account holder | $447 | $12,126-96.3% | $10,265-95.6% | $11,601-96.1% |