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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 | $118,346 | $114,013+3.8% | $103,693+14.1% | $155,188-23.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.73% | 49.31%-30.6pp | 47.61%-28.9pp | 148.84%-130.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $35,212 | $4,970+608.5% | $4,579+668.9% | $6,531+439.1% |
| Admin fee / account holder | $1,085 | $8,407-87.1% | $7,858-86.2% | $14,480-92.5% |