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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 | $26,460 | $160,070-83.5% | $147,117-82.0% | $145,897-81.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 16.21% | 98.69%-82.5pp | 420.54%-404.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,502 | $8,419+96.0% | $8,065+104.6% | $6,689+146.7% |
| Admin fee / account holder | $2,972 | $15,035-80.2% | $12,993-77.1% | $13,390-77.8% |