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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 | $43,107 | $183,978-76.6% | $162,171-73.4% | $152,885-71.8% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.6%-5.2pp | 82.5%-0.1pp |
| Annual return | 16.32% | 150.78%-134.5pp | 115.60%-99.3pp | 345.39%-329.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,666 | $8,033-4.6% | $7,297+5.1% | $5,851+31.0% |
| Admin fee / account holder | $1,438 | $13,122-89.0% | $10,843-86.7% | $11,598-87.6% |