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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 | $34,040 | $180,749-81.2% | $160,784-78.8% | $137,256-75.2% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.0%-7.0pp | 80.0%-10.0pp |
| Annual return | 21.76% | 2234.46%-2212.7pp | 1803.92%-1782.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,209 | $6,844-53.1% | $6,293-49.0% | $6,407-49.9% |
| Admin fee / account holder | $808 | $10,397-92.2% | $9,717-91.7% | $12,270-93.4% |