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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 | $92,302 | $169,361-45.5% | $129,397-28.7% | $145,877-36.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.60% | 14395.54%-14382.9pp | 9453.98%-9441.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,575 | $4,987+92.0% | $4,167+129.8% | $6,691+43.1% |
| Admin fee / account holder | $15,526 | $9,903+56.8% | $7,679+102.2% | $13,402+15.8% |