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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 | $20,673 | $125,778-83.6% | $114,563-82.0% | $154,746-86.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.45% | 295.14%-278.7pp | 241.09%-224.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,451 | $4,445+112.6% | $4,142+128.2% | $6,730+40.4% |
| Admin fee / account holder | $6,665 | $8,190-18.6% | $7,623-12.6% | $14,365-53.6% |