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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 | $88,702-84.9% | $81,780-83.7% | $145,978-90.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 15.97% | 1029.12%-1013.2pp | 776.27%-760.3pp | 550.52%-534.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,390 | $4,645+59.1% | $4,321+71.0% | $6,690+10.5% |
| Admin fee / account holder | $1,240 | $8,414-85.3% | $7,384-83.2% | $13,400-90.8% |