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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 | $44,653 | $150,447-70.3% | $136,298-67.2% | $147,586-69.7% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 13.64% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-565.0pp |
| Employer contribution / active EE | $881 | $5,256-83.2% | $4,696-81.2% | $4,876-81.9% |
| Participant deferral / active EE | $2,857 | $6,631-56.9% | $6,247-54.3% | $5,439-47.5% |
| Admin fee / account holder | $6,749 | $10,906-38.1% | $9,244-27.0% | $10,886-38.0% |