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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 | $55,838 | $171,492-67.4% | $150,734-63.0% | $198,609-71.9% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 41.10% | 804.70%-763.6pp | 600.81%-559.7pp | 202.70%-161.6pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,179 | $6,259-49.2% | $5,610-43.3% | $6,977-54.4% |
| Admin fee / account holder | $3,119 | $17,628-82.3% | $14,905-79.1% | $19,030-83.6% |