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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 | $43,433 | $100,868-56.9% | $90,414-52.0% | $158,931-72.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.89% | 1724.58%-1702.7pp | 1293.19%-1271.3pp | 302.86%-281.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,858 | $4,348-57.3% | $3,963-53.1% | $5,982-68.9% |
| Admin fee / account holder | $1,082 | $6,502-83.4% | $5,611-80.7% | $11,247-90.4% |