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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 | $110,871 | $138,114-19.7% | $125,391-11.6% | $134,545-17.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 5.06% | 750.88%-745.8pp | 572.41%-567.4pp | 418.37%-413.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,506 | $7,801-16.6% | $7,448-12.6% | $6,401+1.6% |
| Admin fee / account holder | $1,029 | $11,570-91.1% | $10,009-89.7% | $11,431-91.0% |