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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 | $27,079 | $88,778-69.5% | $81,844-66.9% | $145,884-81.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.95% | 1033.03%-1018.1pp | 778.87%-763.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,926 | $4,648-15.5% | $4,323-9.2% | $6,690-41.3% |
| Admin fee / account holder | $2,581 | $8,430-69.4% | $7,355-64.9% | $13,392-80.7% |