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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 | $37,095 | $150,447-75.3% | $136,298-72.8% | $147,586-74.9% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 21.11% | 1049.15%-1028.0pp | 5156.27%-5135.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,558 | $6,631-16.2% | $6,247-11.0% | $5,439+2.2% |
| Admin fee / account holder | $444 | $10,906-95.9% | $9,244-95.2% | $10,886-95.9% |