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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 | $7,916 | $88,815-91.1% | $81,882-90.3% | $145,897-94.6% |
| Participation rate | 94.1% | 75.1%+19.0pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 21.54% | 1033.75%-1012.2pp | 779.47%-757.9pp | 552.29%-530.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,291 | $4,647+13.9% | $4,323+22.4% | $6,689-20.9% |
| Admin fee / account holder | $541 | $8,434-93.6% | $7,360-92.7% | $13,390-96.0% |