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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 | $190,699 | $138,078+38.1% | $125,363+52.1% | $134,509+41.8% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -17.31% | 750.49%-767.8pp | 572.15%-589.5pp | 418.13%-435.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,615 | $7,800+74.6% | $7,447+82.8% | $6,400+112.7% |
| Admin fee / account holder | $757 | $11,566-93.5% | $10,005-92.4% | $11,427-93.4% |