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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 | $177,882 | $110,801+60.5% | $86,615+105.4% | $167,536+6.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.51% | 116.96%-102.5pp | 63.51%-49.0pp | 478.82%-464.3pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,383 | $4,547-47.6% | $3,699-35.6% | $6,342-62.4% |
| Admin fee / account holder | $18,755 | $8,417+122.8% | $5,830+221.7% | $12,315+52.3% |