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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 | $52,527 | $180,749-70.9% | $160,784-67.3% | $137,256-61.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 19.69% | 2234.46%-2214.8pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,090 | $6,844+18.2% | $6,293+28.6% | $6,407+26.3% |
| Admin fee / account holder | $337 | $10,397-96.8% | $9,717-96.5% | $12,270-97.3% |