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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 | $47,092 | $202,345-76.7% | $172,755-72.7% | $152,885-69.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 22.30% | 1029.77%-1007.5pp | 802.94%-780.6pp | 345.39%-323.1pp |
| Employer contribution / active EE | $1,102 | $5,858-81.2% | $5,144-78.6% | $4,763-76.9% |
| Participant deferral / active EE | $5,033 | $5,948-15.4% | $5,198-3.2% | $5,851-14.0% |
| Admin fee / account holder | $1,112 | $17,111-93.5% | $13,955-92.0% | $11,598-90.4% |