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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 | $31,429 | $156,398-79.9% | $147,318-78.7% | $138,895-77.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 2218.15% | 78.75%+2139.4pp | 70.43%+2147.7pp | 145.39%+2072.8pp |
| Employer contribution / active EE | $360 | $4,853-92.6% | $4,593-92.2% | $4,194-91.4% |
| Participant deferral / active EE | $2,685 | $8,237-67.4% | $7,906-66.0% | $6,396-58.0% |
| Admin fee / account holder | $95,000 | $14,976+534.4% | $13,708+593.0% | $12,562+656.2% |