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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 | $207,841 | $176,077+18.0% | $159,455+30.3% | $167,518+24.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.38% | 331.83%-317.5pp | 263.63%-249.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,315 | $7,751+7.3% | $7,353+13.1% | $6,342+31.1% |
| Admin fee / account holder | $1,879 | $12,556-85.0% | $10,800-82.6% | $12,312-84.7% |