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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 | $170,000 | $180,462-5.8% | $154,111+10.3% | $135,379+25.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | 14.56% | 888.17%-873.6pp | 735.18%-720.6pp | 519.79%-505.2pp |
| Employer contribution / active EE | $533 | $6,036-91.2% | $5,298-89.9% | $4,779-88.8% |
| Participant deferral / active EE | $3,444 | $5,806-40.7% | $5,081-32.2% | $5,609-38.6% |
| Admin fee / account holder | $21,210 | $16,145+31.4% | $13,411+58.2% | $10,828+95.9% |