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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 | $28,194 | $150,447-81.3% | $136,298-79.3% | $147,586-80.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.48% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $603 | $5,256-88.5% | $4,696-87.2% | $4,876-87.6% |
| Participant deferral / active EE | $2,822 | $6,631-57.4% | $6,247-54.8% | $5,439-48.1% |
| Admin fee / account holder | $827 | $10,906-92.4% | $9,244-91.1% | $10,886-92.4% |