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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 | $130,305 | $171,867-24.2% | $149,721-13.0% | $147,586-11.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 27.82% | 2113.36%-2085.5pp | 1501.67%-1473.9pp | 578.59%-550.8pp |
| Employer contribution / active EE | $96 | $6,275-98.5% | $5,444-98.2% | $4,876-98.0% |
| Participant deferral / active EE | $10,775 | $7,270+48.2% | $6,568+64.0% | $5,439+98.1% |
| Admin fee / account holder | $1,001 | $13,799-92.7% | $11,282-91.1% | $10,886-90.8% |