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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 | $100,217 | $70,121+42.9% | $63,803+57.1% | $138,895-27.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 18.57% | 946.48%-927.9pp | 543.72%-525.2pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,965 | $4,535+53.6% | $3,843+81.2% | $6,396+8.9% |
| Admin fee / account holder | $1,937 | $6,738-71.2% | $5,196-62.7% | $12,562-84.6% |