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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 | $191,671 | $150,447+27.4% | $136,298+40.6% | $147,586+29.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.19% | 1049.15%-1037.0pp | 5156.27%-5144.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $505 | $5,256-90.4% | $4,696-89.3% | $4,876-89.6% |
| Participant deferral / active EE | $12,839 | $6,631+93.6% | $6,247+105.5% | $5,439+136.1% |
| Admin fee / account holder | $11,869 | $10,906+8.8% | $9,244+28.4% | $10,886+9.0% |