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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 | $71,719 | $160,040-55.2% | $147,096-51.2% | $145,877-50.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 98.49%-82.8pp | 419.75%-404.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $16 | $5,289-99.7% | $4,936-99.7% | $4,663-99.7% |
| Participant deferral / active EE | $17,279 | $8,429+105.0% | $8,071+114.1% | $6,691+158.3% |
| Admin fee / account holder | $4,711 | $15,050-68.7% | $13,005-63.8% | $13,402-64.9% |