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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 | $42,027 | $169,336-75.2% | $129,384-67.5% | $145,884-71.2% |
| Participation rate | 91.3% | 76.5%+14.8pp | 69.6%+21.7pp | 80.3%+11.0pp |
| Annual return | 17.82% | 14408.70%-14390.9pp | 9461.77%-9444.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,800 | $4,985+116.7% | $4,166+159.3% | $6,690+61.4% |
| Admin fee / account holder | $1,011 | $9,912-89.8% | $7,686-86.8% | $13,392-92.4% |