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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 | $131,642 | $168,635-21.9% | $147,617-10.8% | $125,389+5.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.57% | 77.65%-75.1pp | 61.98%-59.4pp | 282.24%-279.7pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,310 | $5,507+123.5% | $4,895+151.5% | $5,352+130.0% |
| Admin fee / account holder | $2,212 | $13,580-83.7% | $11,612-80.9% | $9,541-76.8% |