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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 | $200,104 | $171,865+16.4% | $149,718+33.7% | $147,585+35.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.12% | 2113.29%-2096.2pp | 1501.67%-1484.5pp | 578.56%-561.4pp |
| Employer contribution / active EE | $461 | $6,275-92.7% | $5,445-91.5% | $4,876-90.6% |
| Participant deferral / active EE | $4,077 | $7,270-43.9% | $6,569-37.9% | $5,439-25.0% |
| Admin fee / account holder | $5,986 | $13,799-56.6% | $11,283-46.9% | $10,885-45.0% |