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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 | $32,730 | $95,406-65.7% | $185,849-82.4% | $85,847-61.9% |
| Participation rate | 81.0% | 68.8%+12.2pp | 81.7%-0.8pp | 69.3%+11.6pp |
| Annual return | 109.73% | 23.59%+86.1pp | 122.10%-12.4pp | 318.61%-208.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,512 | $3,424+2.6% | $5,569-36.9% | $3,952-11.1% |
| Admin fee / account holder | $1,447 | $7,214-79.9% | $16,244-91.1% | $6,261-76.9% |