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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 | $81,648 | $96,338-15.2% | $80,589+1.3% | $139,427-41.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.28% | 1350.43%-1327.2pp | 935.83%-912.5pp | 373.27%-350.0pp |
| Employer contribution / active EE | $182 | $3,263-94.4% | $2,724-93.3% | $4,752-96.2% |
| Participant deferral / active EE | $20,499 | $5,234+291.7% | $4,449+360.7% | $6,711+205.5% |
| Admin fee / account holder | $22,680 | $6,600+243.6% | $5,379+321.7% | $11,404+98.9% |