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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 | $111,172 | $217,432-48.9% | $185,849-40.2% | $167,536-33.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.61% | 148.42%-134.8pp | 122.10%-108.5pp | 478.82%-465.2pp |
| Employer contribution / active EE | $632 | $5,875-89.2% | $5,169-87.8% | $4,839-86.9% |
| Participant deferral / active EE | $3,839 | $6,357-39.6% | $5,569-31.1% | $6,342-39.5% |
| Admin fee / account holder | $7,335 | $19,818-63.0% | $16,244-54.8% | $12,315-40.4% |