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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 | $133,009 | $96,678+37.6% | $86,640+53.5% | $139,466-4.6% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 24.46% | 106.69%-82.2pp | 592.52%-568.1pp | 373.66%-349.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,077 | $4,837-15.7% | $4,438-8.1% | $6,712-39.3% |
| Admin fee / account holder | $586 | $6,410-90.9% | $5,616-89.6% | $11,409-94.9% |