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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 | $195,745 | $150,447+30.1% | $136,298+43.6% | $147,586+32.6% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 15.14% | 1049.15%-1034.0pp | 5156.27%-5141.1pp | 578.59%-563.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,076 | $6,631+67.0% | $6,247+77.3% | $5,439+103.6% |
| Admin fee / account holder | $315 | $10,906-97.1% | $9,244-96.6% | $10,886-97.1% |