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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 | $158,213 | $99,017+59.8% | $86,587+82.7% | $147,585+7.2% |
| Participation rate | 82.4% | 76.3%+6.0pp | 73.5%+8.8pp | 82.8%-0.5pp |
| Annual return | 200.31% | 1312.37%-1112.1pp | 964.86%-764.6pp | 578.56%-378.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,482 | $3,972+38.0% | $3,609+51.9% | $5,439+0.8% |
| Admin fee / account holder | $9,915 | $5,710+73.6% | $4,906+102.1% | $10,885-8.9% |