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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 | $206,781 | $157,304+31.5% | $141,197+46.4% | $152,909+35.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.77% | 64.34%-37.6pp | 71.41%-44.6pp | 345.46%-318.7pp |
| Employer contribution / active EE | $715 | $5,263-86.4% | $4,736-84.9% | $4,764-85.0% |
| Participant deferral / active EE | $3,069 | $7,111-56.8% | $6,710-54.3% | $5,851-47.6% |
| Admin fee / account holder | $61,243 | $12,126+405.1% | $10,265+496.6% | $11,601+427.9% |