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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 | $56,965 | $150,447-62.1% | $136,298-58.2% | $147,586-61.4% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 20.34% | 1049.15%-1028.8pp | 5156.27%-5135.9pp | 578.59%-558.3pp |
| Employer contribution / active EE | $725 | $5,256-86.2% | $4,696-84.6% | $4,876-85.1% |
| Participant deferral / active EE | $4,565 | $6,631-31.2% | $6,247-26.9% | $5,439-16.1% |
| Admin fee / account holder | $492 | $10,906-95.5% | $9,244-94.7% | $10,886-95.5% |