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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 | $50,741 | $176,105-71.2% | $159,474-68.2% | $167,536-69.7% |
| Participation rate | 86.7% | 85.0%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 14.89% | 331.91%-317.0pp | 263.68%-248.8pp | 478.82%-463.9pp |
| Employer contribution / active EE | $6 | $5,299-99.9% | $4,831-99.9% | $4,839-99.9% |
| Participant deferral / active EE | $8,242 | $7,751+6.3% | $7,353+12.1% | $6,342+30.0% |
| Admin fee / account holder | $3,638 | $12,559-71.0% | $10,802-66.3% | $12,315-70.5% |