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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 | $160,028-74.9% | $147,080-72.7% | $145,884-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.17% | 98.60%-84.4pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,586 | $8,422+96.9% | $8,066+105.6% | $6,690+147.9% |
| Admin fee / account holder | $1,701 | $15,030-88.7% | $12,989-86.9% | $13,392-87.3% |