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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 | $28,462 | $160,040-82.2% | $147,096-80.7% | $145,877-80.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.78% | 98.49%-81.7pp | 419.75%-403.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,317 | $8,429+46.1% | $8,071+52.6% | $6,691+84.1% |
| Admin fee / account holder | $468 | $15,050-96.9% | $13,005-96.4% | $13,402-96.5% |