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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 | $123,658 | $109,872+12.5% | $98,483+25.6% | $167,536-26.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 19.79% | 1959.31%-1939.5pp | 1494.38%-1474.6pp | 478.82%-459.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,635 | $4,673-43.6% | $4,276-38.4% | $6,342-58.5% |
| Admin fee / account holder | $484 | $6,757-92.8% | $5,953-91.9% | $12,315-96.1% |