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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 | $157,903 | $160,028-1.3% | $147,080+7.4% | $145,884+8.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 277.23% | 98.60%+178.6pp | 420.17%-142.9pp | 551.85%-274.6pp |
| Employer contribution / active EE | $405 | $5,286-92.3% | $4,933-91.8% | $4,662-91.3% |
| Participant deferral / active EE | $20,915 | $8,422+148.3% | $8,066+159.3% | $6,690+212.6% |
| Admin fee / account holder | $10,209 | $15,030-32.1% | $12,989-21.4% | $13,392-23.8% |