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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 | $61,304 | $159,978-61.7% | $147,041-58.3% | $145,978-58.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 12.28% | 98.36%-86.1pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $24,597 | $8,429+191.8% | $8,071+204.8% | $6,690+267.7% |
| Admin fee / account holder | $315 | $15,053-97.9% | $13,006-97.6% | $13,400-97.6% |