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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 | $77,194 | $183,592-58.0% | $155,574-50.4% | $145,877-47.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.53% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,031 | $6,466-6.7% | $5,629+7.1% | $6,691-9.9% |
| Admin fee / account holder | $11,337 | $19,316-41.3% | $15,914-28.8% | $13,402-15.4% |