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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 | $59,247 | $165,939-64.3% | $122,354-51.6% | $147,585-59.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 23.78% | 34.56%-10.8pp | 30.28%-6.5pp | 578.58%-554.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,507 | $4,005+12.5% | $3,287+37.1% | $5,439-17.1% |
| Admin fee / account holder | $9,921 | $7,425+33.6% | $5,479+81.1% | $10,886-8.9% |