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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 | $51,513 | $150,447-65.8% | $136,298-62.2% | $147,586-65.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.27% | 1049.15%-1035.9pp | 5156.27%-5143.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,146 | $6,631+7.8% | $6,247+14.4% | $5,439+31.4% |
| Admin fee / account holder | $2,657 | $10,906-75.6% | $9,244-71.3% | $10,886-75.6% |