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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 | $56,391 | $53,063+6.3% | $124,206-54.6% | $82,637-31.8% |
| Participation rate | 96.7% | 58.4%+38.3pp | 69.6%+27.1pp | 68.1%+28.6pp |
| Annual return | 13.19% | 68.87%-55.7pp | 515.27%-502.1pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,521 | $2,644+108.8% | $3,968+39.2% | $4,126+33.8% |
| Admin fee / account holder | $4,477 | $4,281+4.6% | $5,929-24.5% | $7,339-39.0% |