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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 | $25,014 | $106,005-76.4% | $92,239-72.9% | $147,585-83.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.39% | 50.05%-23.7pp | 176.29%-149.9pp | 578.58%-552.2pp |
| Employer contribution / active EE | $322 | $4,333-92.6% | $3,680-91.2% | $4,876-93.4% |
| Participant deferral / active EE | $8,167 | $4,478+82.4% | $3,897+109.6% | $5,439+50.2% |
| Admin fee / account holder | $473 | $6,333-92.5% | $5,194-90.9% | $10,886-95.7% |