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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 | $100,349 | $65,409+53.4% | $98,452+1.9% | $85,854+16.9% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.0pp | 69.3%+28.1pp |
| Annual return | 19.95% | 21.76%-1.8pp | 1492.96%-1473.0pp | 318.56%-298.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,562 | $3,166+44.1% | $4,276+6.7% | $3,952+15.4% |
| Admin fee / account holder | $4,885 | $4,593+6.4% | $5,948-17.9% | $6,260-22.0% |