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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 | $191,329 | $107,941+77.3% | $91,994+108.0% | $152,909+25.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.35% | 89.28%-70.9pp | 69.04%-50.7pp | 345.46%-327.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,172 | $6,366+44.1% | $5,924+54.8% | $5,851+56.8% |
| Admin fee / account holder | $1,781 | $10,521-83.1% | $7,744-77.0% | $11,601-84.6% |