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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 | $131,074 | $159,978-18.1% | $147,041-10.9% | $145,978-10.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 98.36%-83.5pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $420 | $5,288-92.1% | $4,935-91.5% | $4,662-91.0% |
| Participant deferral / active EE | $9,450 | $8,429+12.1% | $8,071+17.1% | $6,690+41.3% |
| Admin fee / account holder | $610 | $15,053-96.0% | $13,006-95.3% | $13,400-95.5% |