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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 | $106,326 | $96,388+10.3% | $80,627+31.9% | $139,466-23.8% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 13.49% | 1352.08%-1338.6pp | 936.76%-923.3pp | 373.66%-360.2pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,504 | $5,224+120.2% | $4,443+158.9% | $6,712+71.4% |
| Admin fee / account holder | $3,630 | $6,603-45.0% | $5,381-32.5% | $11,409-68.2% |