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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 | $197,711 | $160,070+23.5% | $147,117+34.4% | $145,897+35.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.44% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $38 | $5,285-99.3% | $4,932-99.2% | $4,663-99.2% |
| Participant deferral / active EE | $14,291 | $8,419+69.7% | $8,065+77.2% | $6,689+113.6% |
| Admin fee / account holder | $1,059 | $15,035-93.0% | $12,993-91.9% | $13,390-92.1% |