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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 | $166,444 | $133,998+24.2% | $112,263+48.3% | $134,545+23.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -0.98% | 47.17%-48.2pp | 27.49%-28.5pp | 418.37%-419.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $30,365 | $5,292+473.7% | $4,729+542.0% | $6,401+374.4% |
| Admin fee / account holder | $1,108 | $7,493-85.2% | $6,410-82.7% | $11,431-90.3% |