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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 | $144,177 | $96,419+49.5% | $80,648+78.8% | $139,487+3.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 448.50% | 1352.86%-904.4pp | 937.21%-488.7pp | 373.84%+74.7pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $26,250 | $5,225+402.4% | $4,443+490.8% | $6,713+291.1% |
| Admin fee / account holder | $471 | $6,605-92.9% | $5,382-91.3% | $11,407-95.9% |