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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 | $39,243 | $196,972-80.1% | $182,262-78.5% | $198,609-80.2% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 15.26% | 158.27%-143.0pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,542 | $8,643+33.5% | $8,276+39.5% | $6,977+65.4% |
| Admin fee / account holder | $6,962 | $18,429-62.2% | $16,712-58.3% | $19,030-63.4% |