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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 | $47,708 | $101,591-53.0% | $147,096-67.6% | $74,429-35.9% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-6.9pp | 67.2%+8.0pp |
| Annual return | 37.10% | 8746.45%-8709.4pp | 419.75%-382.7pp | 1368.38%-1331.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $10,896 | $7,302+49.2% | $8,071+35.0% | $4,348+150.6% |
| Admin fee / account holder | $1,148 | $1,750-34.4% | $13,005-91.2% | $1,944-40.9% |