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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 | $19,537 | $160,028-87.8% | $147,080-86.7% | $145,884-86.6% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 16.32% | 98.60%-82.3pp | 420.17%-403.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,183 | $8,422+32.8% | $8,066+38.6% | $6,690+67.2% |
| Admin fee / account holder | $1,110 | $15,030-92.6% | $12,989-91.5% | $13,392-91.7% |