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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 | $246,186 | $176,105+39.8% | $159,474+54.4% | $167,536+46.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.63% | 331.91%-312.3pp | 263.68%-244.0pp | 478.82%-459.2pp |
| Employer contribution / active EE | $874 | $5,299-83.5% | $4,831-81.9% | $4,839-81.9% |
| Participant deferral / active EE | $5,877 | $7,751-24.2% | $7,353-20.1% | $6,342-7.3% |
| Admin fee / account holder | $8,693 | $12,559-30.8% | $10,802-19.5% | $12,315-29.4% |