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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 | $22,864 | $159,978-85.7% | $147,041-84.5% | $145,978-84.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.04% | 98.36%-86.3pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,901 | $8,429-53.7% | $8,071-51.7% | $6,690-41.7% |
| Admin fee / account holder | $379 | $15,053-97.5% | $13,006-97.1% | $13,400-97.2% |