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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 | $19,568 | $160,028-87.8% | $147,080-86.7% | $145,884-86.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.92% | 98.60%-78.7pp | 420.17%-400.2pp | 551.85%-531.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,586 | $8,422+61.3% | $8,066+68.4% | $6,690+103.1% |
| Admin fee / account holder | $1,575 | $15,030-89.5% | $12,989-87.9% | $13,392-88.2% |