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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 | $122,795 | $112,121+9.5% | $95,960+28.0% | $158,966-22.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.51% | 171.16%-163.7pp | 91.63%-84.1pp | 302.95%-295.4pp |
| Employer contribution / active EE | $623 | $3,199-80.5% | $2,541-75.5% | $4,762-86.9% |
| Participant deferral / active EE | $8,100 | $4,784+69.3% | $4,167+94.4% | $5,983+35.4% |
| Admin fee / account holder | $841 | $10,135-91.7% | $6,797-87.6% | $11,250-92.5% |