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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 | $32,777 | $148,582-77.9% | $135,942-75.9% | $139,456-76.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 105.23% | 79.26%+26.0pp | 68.28%+37.0pp | 373.45%-268.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,713 | $8,101+19.9% | $7,759+25.2% | $6,711+44.7% |
| Admin fee / account holder | $1,150 | $12,402-90.7% | $10,764-89.3% | $11,407-89.9% |