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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 | $30,136 | $162,136-81.4% | $152,301-80.2% | $154,746-80.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 27.84% | 91.02%-63.2pp | 80.50%-52.7pp | 172.34%-144.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,144 | $8,341+57.6% | $8,004+64.2% | $6,730+95.3% |
| Admin fee / account holder | $907 | $15,759-94.2% | $14,398-93.7% | $14,365-93.7% |