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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 | $53,387 | $227,291-76.5% | $214,702-75.1% | $155,188-65.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.59% | 60.08%-42.5pp | 54.55%-37.0pp | 148.84%-131.2pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $17,105 | $9,582+78.5% | $9,147+87.0% | $6,531+161.9% |
| Admin fee / account holder | $4,988 | $20,413-75.6% | $19,830-74.8% | $14,480-65.6% |