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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 | $20,410 | $180,749-88.7% | $160,784-87.3% | $137,256-85.1% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 13.22% | 2234.46%-2221.2pp | 1803.92%-1790.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,265 | $6,844-23.1% | $6,293-16.3% | $6,407-17.8% |
| Admin fee / account holder | $1,087 | $10,397-89.5% | $9,717-88.8% | $12,270-91.1% |