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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 | $155,244 | $180,749-14.1% | $160,784-3.4% | $137,256+13.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.51% | 2234.46%-2214.0pp | 1803.92%-1783.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $456 | $4,155-89.0% | $3,733-87.8% | $4,156-89.0% |
| Participant deferral / active EE | $5,627 | $6,844-17.8% | $6,293-10.6% | $6,407-12.2% |
| Admin fee / account holder | $1,912 | $10,397-81.6% | $9,717-80.3% | $12,270-84.4% |