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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 | $124,402 | $135,645-8.3% | $110,243+12.8% | $135,380-8.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 40.35% | 513.24%-472.9pp | 314.76%-274.4pp | 519.81%-479.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,845 | $5,507+42.5% | $4,672+67.9% | $5,609+39.9% |
| Admin fee / account holder | $2,658 | $11,458-76.8% | $8,548-68.9% | $10,828-75.5% |