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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 | $56,457 | $52,353+7.8% | $120,225-53.0% | $82,448-31.5% |
| Participation rate | 96.0% | 58.3%+37.7pp | 69.6%+26.4pp | 68.1%+27.9pp |
| Annual return | 16.70% | 61.85%-45.1pp | 439.23%-422.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,167 | $2,627+172.9% | $3,999+79.2% | $4,139+73.2% |
| Admin fee / account holder | $843 | $4,363-80.7% | $5,696-85.2% | $7,234-88.3% |