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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 | $67,491 | $202,342-66.6% | $172,753-60.9% | $152,909-55.9% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 17.46% | 1029.88%-1012.4pp | 803.00%-785.5pp | 345.46%-328.0pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,908 | $5,948+32.9% | $5,198+52.1% | $5,851+35.1% |
| Admin fee / account holder | $7,339 | $17,112-57.1% | $13,956-47.4% | $11,601-36.7% |