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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 | $187,954 | $103,038+82.4% | $90,324+108.1% | $152,909+22.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 45.50% | 95.25%-49.7pp | 78.15%-32.6pp | 345.46%-300.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,513 | $4,282-41.3% | $3,885-35.3% | $5,851-57.0% |
| Admin fee / account holder | $1,879 | $6,177-69.6% | $5,356-64.9% | $11,601-83.8% |