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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 | $96,595 | $196,972-51.0% | $182,262-47.0% | $198,609-51.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.01% | 158.27%-140.3pp | 140.60%-122.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $1,378 | $5,364-74.3% | $5,046-72.7% | $5,055-72.7% |
| Participant deferral / active EE | $13,079 | $8,643+51.3% | $8,276+58.0% | $6,977+87.5% |
| Admin fee / account holder | $6,723 | $18,429-63.5% | $16,712-59.8% | $19,030-64.7% |