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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 | $170,898 | $183,988-7.1% | $162,177+5.4% | $152,897+11.8% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.5%-4.7pp |
| Annual return | 20.34% | 150.79%-130.4pp | 115.60%-95.3pp | 345.43%-325.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,674 | $8,032+57.8% | $7,297+73.7% | $5,851+116.6% |
| Admin fee / account holder | $1,933 | $13,123-85.3% | $10,843-82.2% | $11,599-83.3% |