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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 | $66,343 | $144,130-54.0% | $117,860-43.7% | $147,585-55.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.83% | 531.20%-520.4pp | 335.10%-324.3pp | 578.58%-567.8pp |
| Employer contribution / active EE | $81 | $4,897-98.3% | $3,786-97.9% | $4,876-98.3% |
| Participant deferral / active EE | $2,236 | $5,316-57.9% | $4,482-50.1% | $5,439-58.9% |
| Admin fee / account holder | $8,641 | $10,887-20.6% | $8,021+7.7% | $10,886-20.6% |