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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 | $85,169 | $202,342-57.9% | $172,753-50.7% | $152,909-44.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 18.11% | 1029.88%-1011.8pp | 803.00%-784.9pp | 345.46%-327.4pp |
| Employer contribution / active EE | $1,214 | $5,857-79.3% | $5,144-76.4% | $4,764-74.5% |
| Participant deferral / active EE | $3,436 | $5,948-42.2% | $5,198-33.9% | $5,851-41.3% |
| Admin fee / account holder | $5,187 | $17,112-69.7% | $13,956-62.8% | $11,601-55.3% |