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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 | $40,689 | $168,635-75.9% | $147,617-72.4% | $125,389-67.5% |
| Participation rate | 95.0% | 88.8%+6.2pp | 84.6%+10.4pp | 83.2%+11.8pp |
| Annual return | -0.18% | 77.65%-77.8pp | 61.98%-62.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,098 | $5,507-43.7% | $4,895-36.7% | $5,352-42.1% |
| Admin fee / account holder | $842 | $13,580-93.8% | $11,612-92.7% | $9,541-91.2% |