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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 | $20,108 | $105,160-80.9% | $94,679-78.8% | $139,456-85.6% |
| Participation rate | 86.4% | 82.4%+4.0pp | 80.8%+5.5pp | 80.3%+6.0pp |
| Annual return | 25.75% | 38.04%-12.3pp | 156.75%-131.0pp | 373.45%-347.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,098 | $7,599+46.0% | $7,417+49.6% | $6,711+65.4% |
| Admin fee / account holder | $3,644 | $8,988-59.5% | $7,233-49.6% | $11,407-68.1% |