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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 | $60,145 | $176,077-65.8% | $159,455-62.3% | $167,518-64.1% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 57763.79% | 331.83%+57432.0pp | 263.63%+57500.2pp | 478.71%+57285.1pp |
| Employer contribution / active EE | $423 | $5,298-92.0% | $4,830-91.2% | $4,838-91.3% |
| Participant deferral / active EE | $3,741 | $7,751-51.7% | $7,353-49.1% | $6,342-41.0% |
| Admin fee / account holder | $1,285 | $12,556-89.8% | $10,800-88.1% | $12,312-89.6% |