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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 | $36,645 | $156,398-76.6% | $147,318-75.1% | $138,895-73.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 31.32% | 78.75%-47.4pp | 70.43%-39.1pp | 145.39%-114.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $21,396 | $8,237+159.7% | $7,906+170.6% | $6,396+234.5% |
| Admin fee / account holder | $6,310 | $14,976-57.9% | $13,708-54.0% | $12,562-49.8% |