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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 | $160,397 | $150,447+6.6% | $136,298+17.7% | $147,586+8.7% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 22.06% | 1049.15%-1027.1pp | 5156.27%-5134.2pp | 578.59%-556.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,650 | $6,631+60.6% | $6,247+70.5% | $5,439+95.8% |
| Admin fee / account holder | $5,014 | $10,906-54.0% | $9,244-45.8% | $10,886-53.9% |