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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 | $62,397 | $171,867-63.7% | $149,721-58.3% | $147,586-57.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.89% | 2113.36%-2094.5pp | 1501.67%-1482.8pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,325 | $6,275-78.9% | $5,444-75.7% | $4,876-72.8% |
| Participant deferral / active EE | $4,148 | $7,270-42.9% | $6,568-36.8% | $5,439-23.7% |
| Admin fee / account holder | $516 | $13,799-96.3% | $11,282-95.4% | $10,886-95.3% |