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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 | $61,671 | $150,446-59.0% | $136,297-54.8% | $147,585-58.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 12.11% | 1049.14%-1037.0pp | 5156.19%-5144.1pp | 578.58%-566.5pp |
| Employer contribution / active EE | $250 | $5,256-95.2% | $4,696-94.7% | $4,876-94.9% |
| Participant deferral / active EE | $2,180 | $6,631-67.1% | $6,247-65.1% | $5,439-59.9% |
| Admin fee / account holder | $2,612 | $10,906-76.1% | $9,244-71.7% | $10,886-76.0% |