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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 | $33,198 | $202,342-83.6% | $172,753-80.8% | $152,909-78.3% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 21.32% | 1029.88%-1008.6pp | 803.00%-781.7pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,087 | $5,857-81.4% | $5,144-78.9% | $4,764-77.2% |
| Participant deferral / active EE | $3,666 | $5,948-38.4% | $5,198-29.5% | $5,851-37.3% |
| Admin fee / account holder | $3,241 | $17,112-81.1% | $13,956-76.8% | $11,601-72.1% |