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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 | $245,950 | $202,342+21.6% | $172,753+42.4% | $152,909+60.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.11% | 1029.88%-1013.8pp | 803.00%-786.9pp | 345.46%-329.4pp |
| Employer contribution / active EE | $832 | $5,857-85.8% | $5,144-83.8% | $4,764-82.5% |
| Participant deferral / active EE | $7,304 | $5,948+22.8% | $5,198+40.5% | $5,851+24.8% |
| Admin fee / account holder | $1,494 | $17,112-91.3% | $13,956-89.3% | $11,601-87.1% |