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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 | $90,539 | $88,778+2.0% | $81,844+10.6% | $145,884-37.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.34% | 1033.03%-1014.7pp | 778.87%-760.5pp | 551.85%-533.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,027 | $4,648+94.2% | $4,323+108.8% | $6,690+34.9% |
| Admin fee / account holder | $2,338 | $8,430-72.3% | $7,355-68.2% | $13,392-82.5% |