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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 | $38,501 | $100,938-61.9% | $90,461-57.4% | $158,982-75.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 11.26% | 1727.20%-1715.9pp | 1294.76%-1283.5pp | 302.99%-291.7pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,009 | $4,350-76.8% | $3,964-74.6% | $5,983-83.1% |
| Admin fee / account holder | $1,656 | $6,510-74.6% | $5,617-70.5% | $11,252-85.3% |