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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 | $23,085 | $180,749-87.2% | $160,784-85.6% | $137,256-83.2% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 19.51% | 2234.46%-2215.0pp | 1803.92%-1784.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,604 | $6,844+40.3% | $6,293+52.6% | $6,407+49.9% |
| Admin fee / account holder | $1,841 | $10,397-82.3% | $9,717-81.1% | $12,270-85.0% |