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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 | $19,298 | $106,005-81.8% | $92,239-79.1% | $147,585-86.9% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 142.01% | 50.05%+92.0pp | 176.29%-34.3pp | 578.58%-436.6pp |
| Employer contribution / active EE | $669 | $4,333-84.6% | $3,680-81.8% | $4,876-86.3% |
| Participant deferral / active EE | $2,139 | $4,478-52.2% | $3,897-45.1% | $5,439-60.7% |
| Admin fee / account holder | $3,665 | $6,333-42.1% | $5,194-29.4% | $10,886-66.3% |