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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 | $117,637 | $160,040-26.5% | $147,096-20.0% | $145,877-19.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 28.48% | 98.49%-70.0pp | 419.75%-391.3pp | 551.28%-522.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,603 | $8,429+132.6% | $8,071+142.9% | $6,691+193.0% |
| Admin fee / account holder | $28,172 | $15,050+87.2% | $13,005+116.6% | $13,402+110.2% |