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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 | $59,017 | $102,429-42.4% | $147,096-59.9% | $80,925-27.1% |
| Participation rate | 81.1% | 75.9%+5.2pp | 82.2%-1.1pp | 67.7%+13.4pp |
| Annual return | 45.21% | 135.02%-89.8pp | 419.75%-374.5pp | 35.65%+9.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,136 | $6,649-37.8% | $8,071-48.8% | $4,299-3.8% |
| Admin fee / account holder | $774 | $7,957-90.3% | $13,005-94.1% | $6,940-88.9% |