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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 | $135,133 | $111,535+21.2% | $105,223+28.4% | $137,256-1.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.85% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $780 | $3,939-80.2% | $3,689-78.9% | $4,156-81.2% |
| Participant deferral / active EE | $18,000 | $5,500+227.3% | $5,072+254.9% | $6,407+181.0% |
| Admin fee / account holder | $1,933 | $9,721-80.1% | $8,859-78.2% | $12,270-84.2% |