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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 | $107,106 | $157,296-31.9% | $141,191-24.1% | $152,897-29.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.48% | 64.34%-38.9pp | 71.41%-45.9pp | 345.43%-320.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,500 | $7,111+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $419 | $12,125-96.5% | $10,264-95.9% | $11,599-96.4% |