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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 | $40,186 | $159,978-74.9% | $147,041-72.7% | $145,978-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.17% | 98.36%-84.2pp | 419.21%-405.0pp | 550.52%-536.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,586 | $8,429+96.8% | $8,071+105.5% | $6,690+147.9% |
| Admin fee / account holder | $1,701 | $15,053-88.7% | $13,006-86.9% | $13,400-87.3% |