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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 | $39,547 | $209,425-81.1% | $178,499-77.8% | $158,966-75.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.87% | 188.80%-174.9pp | 151.10%-137.2pp | 302.95%-289.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,786 | $5,955-19.6% | $5,202-8.0% | $5,983-20.0% |
| Admin fee / account holder | $1,184 | $17,078-93.1% | $13,986-91.5% | $11,250-89.5% |