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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 | $44,322 | $132,099-66.4% | $115,599-61.7% | $138,895-68.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 16.59% | 176.76%-160.2pp | 111.10%-94.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,460 | $5,617-2.8% | $4,889+11.7% | $6,396-14.6% |
| Admin fee / account holder | $420 | $15,650-97.3% | $12,841-96.7% | $12,562-96.7% |