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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 | $68,109 | $226,135-69.9% | $182,558-62.7% | $152,909-55.5% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.0%+12.9pp | 82.5%+8.5pp |
| Annual return | 21.92% | 192.60%-170.7pp | 148.59%-126.7pp | 345.46%-323.5pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,181 | $6,371+28.4% | $5,526+48.0% | $5,851+39.8% |
| Admin fee / account holder | $25,415 | $10,707+137.4% | $8,594+195.7% | $11,601+119.1% |