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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 | $13,370 | $88,754-84.9% | $81,820-83.7% | $145,877-90.8% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 15.97% | 1031.77%-1015.8pp | 777.93%-762.0pp | 551.28%-535.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,390 | $4,648+59.0% | $4,323+71.0% | $6,691+10.4% |
| Admin fee / account holder | $1,240 | $8,424-85.3% | $7,391-83.2% | $13,402-90.8% |