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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 | $25,535 | $93,598-72.7% | $135,974-81.2% | $75,173-66.0% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 82.14% | 30.89%+51.3pp | 68.30%+13.8pp | 160.72%-78.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,364 | $6,405+124.2% | $7,760+85.1% | $4,126+248.1% |
| Admin fee / account holder | $655 | $6,978-90.6% | $10,767-93.9% | $5,651-88.4% |