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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 | $187,910 | $110,093+70.7% | $97,295+93.1% | $145,897+28.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.59% | 244.76%-229.2pp | 75.62%-60.0pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,910 | $4,678-37.8% | $4,264-31.7% | $6,689-56.5% |
| Admin fee / account holder | $10,382 | $6,212+67.1% | $5,646+83.9% | $13,390-22.5% |