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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 | $103,862 | $93,098+11.6% | $77,081+34.7% | $134,509-22.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.37% | 62.63%-71.0pp | 42.33%-50.7pp | 418.13%-426.5pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,362 | $5,239-54.9% | $4,428-46.7% | $6,400-63.1% |
| Admin fee / account holder | $2,092 | $6,945-69.9% | $5,427-61.5% | $11,427-81.7% |