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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 | $46,660 | $172,111-72.9% | $150,298-69.0% | $137,256-66.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.22% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,183 | $6,166-64.6% | $5,453-60.0% | $6,407-65.9% |
| Admin fee / account holder | $590 | $16,471-96.4% | $14,116-95.8% | $12,270-95.2% |