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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 | $24,082 | $138,114-82.6% | $125,391-80.8% | $134,545-82.1% |
| Participation rate | 73.9% | 84.5%-10.6pp | 82.4%-8.5pp | 81.2%-7.3pp |
| Annual return | 89.71% | 750.88%-661.2pp | 572.41%-482.7pp | 418.37%-328.7pp |
| Employer contribution / active EE | $913 | $5,246-82.6% | $4,816-81.0% | $4,742-80.7% |
| Participant deferral / active EE | $4,297 | $7,801-44.9% | $7,448-42.3% | $6,401-32.9% |
| Admin fee / account holder | $24,559 | $11,570+112.3% | $10,009+145.4% | $11,431+114.8% |