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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 | $34,917 | $150,447-76.8% | $136,298-74.4% | $147,586-76.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.27% | 1049.15%-1028.9pp | 5156.27%-5136.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,238 | $6,631+24.2% | $6,247+31.9% | $5,439+51.5% |
| Admin fee / account holder | $1,561 | $10,906-85.7% | $9,244-83.1% | $10,886-85.7% |