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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 | $141,174 | $183,988-23.3% | $162,177-13.0% | $152,897-7.7% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.5%-12.5pp |
| Annual return | 25.37% | 150.79%-125.4pp | 115.60%-90.2pp | 345.43%-320.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,905 | $8,032+35.8% | $7,297+49.4% | $5,851+86.4% |
| Admin fee / account holder | $16,507 | $13,123+25.8% | $10,843+52.2% | $11,599+42.3% |