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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 | $16,795 | $138,102-87.8% | $125,381-86.6% | $134,532-87.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | 4.81% | 750.73%-745.9pp | 572.31%-567.5pp | 418.27%-413.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $16,284 | $7,801+108.7% | $7,448+118.6% | $6,401+154.4% |
| Admin fee / account holder | $4,284 | $11,568-63.0% | $10,007-57.2% | $11,429-62.5% |