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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 | $14,324 | $105,145-86.4% | $94,664-84.9% | $139,466-89.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 211.77% | 38.09%+173.7pp | 156.84%+54.9pp | 373.66%-161.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,524 | $7,599+38.5% | $7,417+41.9% | $6,712+56.8% |
| Admin fee / account holder | $544 | $8,972-93.9% | $7,222-92.5% | $11,409-95.2% |