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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 | $57,916 | $180,749-68.0% | $160,784-64.0% | $137,256-57.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 19.90% | 2234.46%-2214.6pp | 1803.92%-1784.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,034 | $6,844+32.0% | $6,293+43.6% | $6,407+41.0% |
| Admin fee / account holder | $402 | $10,397-96.1% | $9,717-95.9% | $12,270-96.7% |