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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 | $92,183 | $149,040-38.1% | $120,225-23.3% | $137,256-32.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.09% | 605.68%-589.6pp | 439.23%-423.1pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,699 | $4,655+258.7% | $3,999+317.6% | $6,407+160.6% |
| Admin fee / account holder | $10,503 | $6,348+65.5% | $5,696+84.4% | $12,270-14.4% |