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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 | $30,322 | $100,895-69.9% | $90,430-66.5% | $158,950-80.9% |
| Participation rate | 90.5% | 75.0%+15.5pp | 72.7%+17.8pp | 82.0%+8.5pp |
| Annual return | 49.65% | 1725.54%-1675.9pp | 1293.73%-1244.1pp | 302.91%-253.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,312 | $4,347+68.2% | $3,963+84.5% | $5,983+22.2% |
| Admin fee / account holder | $2,620 | $6,505-59.7% | $5,613-53.3% | $11,248-76.7% |