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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 | $141,984 | $160,040-11.3% | $147,096-3.5% | $145,877-2.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.02% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,629 | $8,429+61.7% | $8,071+68.9% | $6,691+103.7% |
| Admin fee / account holder | $1,283 | $15,050-91.5% | $13,005-90.1% | $13,402-90.4% |