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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 | $65,354 | $202,342-67.7% | $172,752-62.2% | $152,897-57.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 18.54% | 1029.83%-1011.3pp | 802.97%-784.4pp | 345.43%-326.9pp |
| Employer contribution / active EE | $639 | $5,858-89.1% | $5,144-87.6% | $4,764-86.6% |
| Participant deferral / active EE | $2,571 | $5,948-56.8% | $5,198-50.5% | $5,851-56.1% |
| Admin fee / account holder | $5,554 | $17,111-67.5% | $13,955-60.2% | $11,599-52.1% |