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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 | $69,476 | $209,422-66.8% | $178,503-61.1% | $158,982-56.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.35% | 188.81%-179.5pp | 151.12%-141.8pp | 302.99%-293.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,925 | $5,955+100.3% | $5,202+129.2% | $5,983+99.3% |
| Admin fee / account holder | $3,863 | $17,079-77.4% | $13,987-72.4% | $11,252-65.7% |