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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 | $29,530 | $65,423-54.9% | $98,477-70.0% | $85,856-65.6% |
| Participation rate | 98.1% | 65.0%+33.1pp | 73.3%+24.8pp | 69.3%+28.8pp |
| Annual return | 14.05% | 21.76%-7.7pp | 1493.59%-1479.5pp | 318.58%-304.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,309 | $3,167-58.7% | $4,276-69.4% | $3,952-66.9% |
| Admin fee / account holder | $1,292 | $4,594-71.9% | $5,951-78.3% | $6,261-79.4% |