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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 | $62,984 | $88,778-29.1% | $81,844-23.0% | $145,884-56.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.44% | 1033.03%-1009.6pp | 778.87%-755.4pp | 551.85%-528.4pp |
| Employer contribution / active EE | $121 | $3,087-96.1% | $2,916-95.9% | $4,662-97.4% |
| Participant deferral / active EE | $13,816 | $4,648+197.2% | $4,323+219.6% | $6,690+106.5% |
| Admin fee / account holder | $629 | $8,430-92.5% | $7,355-91.5% | $13,392-95.3% |