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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 | $107,711 | $159,978-32.7% | $147,041-26.7% | $145,978-26.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.68% | 98.36%-79.7pp | 419.21%-400.5pp | 550.52%-531.8pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $18,071 | $8,429+114.4% | $8,071+123.9% | $6,690+170.1% |
| Admin fee / account holder | $6,481 | $15,053-56.9% | $13,006-50.2% | $13,400-51.6% |