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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 | $46,836 | $176,077-73.4% | $159,455-70.6% | $167,518-72.0% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 14.64% | 331.83%-317.2pp | 263.63%-249.0pp | 478.71%-464.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,591 | $7,751-40.8% | $7,353-37.6% | $6,342-27.6% |
| Admin fee / account holder | $883 | $12,556-93.0% | $10,800-91.8% | $12,312-92.8% |