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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 | $144,831 | $107,368+34.9% | $92,915+55.9% | $152,909-5.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.04% | 145.64%-123.6pp | 109.45%-87.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,547 | $4,848+14.4% | $4,238+30.9% | $5,851-5.2% |
| Admin fee / account holder | $911 | $7,082-87.1% | $5,796-84.3% | $11,601-92.1% |