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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 | $97,129 | $176,105-44.8% | $159,474-39.1% | $167,536-42.0% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.96% | 331.91%-318.9pp | 263.68%-250.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $14,589 | $7,751+88.2% | $7,353+98.4% | $6,342+130.0% |
| Admin fee / account holder | $4,787 | $12,559-61.9% | $10,802-55.7% | $12,315-61.1% |