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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 | $72,376 | $209,874-65.5% | $189,537-61.8% | $167,536-56.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.69% | 748.61%-735.9pp | 555.34%-542.6pp | 478.82%-466.1pp |
| Employer contribution / active EE | $1,318 | $6,913-80.9% | $6,161-78.6% | $4,839-72.8% |
| Participant deferral / active EE | $5,847 | $8,934-34.6% | $8,220-28.9% | $6,342-7.8% |
| Admin fee / account holder | $696 | $14,299-95.1% | $12,048-94.2% | $12,315-94.3% |