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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 | $60,052 | $58,391+2.8% | $76,667-21.7% | $72,976-17.7% |
| Participation rate | 90.0% | 67.4%+22.6pp | 72.1%+17.9pp | 69.5%+20.5pp |
| Annual return | 22.56% | 2306.65%-2284.1pp | 1166.74%-1144.2pp | 81.02%-58.5pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,077 | $2,690+14.4% | $3,336-7.8% | $3,608-14.7% |
| Admin fee / account holder | $4,963 | $4,014+23.6% | $6,423-22.7% | $5,124-3.1% |