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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 | $25,861 | $166,242-84.4% | $165,071-84.3% | $145,884-82.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 38.45% | 100.44%-62.0pp | 70.17%-31.7pp | 551.85%-513.4pp |
| Employer contribution / active EE | $1,090 | $5,283-79.4% | $4,347-74.9% | $4,662-76.6% |
| Participant deferral / active EE | $3,193 | $6,964-54.1% | $6,035-47.1% | $6,690-52.3% |
| Admin fee / account holder | $3,472 | $16,658-79.2% | $12,695-72.6% | $13,392-74.1% |