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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 | $78,366 | $150,447-47.9% | $136,298-42.5% | $147,586-46.9% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 18.71% | 1049.15%-1030.4pp | 5156.27%-5137.6pp | 578.59%-559.9pp |
| Employer contribution / active EE | $827 | $5,256-84.3% | $4,696-82.4% | $4,876-83.0% |
| Participant deferral / active EE | $4,545 | $6,631-31.5% | $6,247-27.2% | $5,439-16.4% |
| Admin fee / account holder | $1,726 | $10,906-84.2% | $9,244-81.3% | $10,886-84.1% |