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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 | $123,484 | $202,345-39.0% | $172,755-28.5% | $152,885-19.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.40% | 1029.77%-1010.4pp | 802.94%-783.5pp | 345.39%-326.0pp |
| Employer contribution / active EE | $1,193 | $5,858-79.6% | $5,144-76.8% | $4,763-75.0% |
| Participant deferral / active EE | $3,210 | $5,948-46.0% | $5,198-38.3% | $5,851-45.1% |
| Admin fee / account holder | $12,973 | $17,111-24.2% | $13,955-7.0% | $11,598+11.9% |