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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 | $101,653-53.1% | $147,080-67.6% | $74,459-35.9% |
| Participation rate | 75.2% | 75.6%-0.3pp | 82.2%-6.9pp | 67.2%+8.0pp |
| Annual return | 37.10% | 8754.98%-8717.9pp | 420.17%-383.1pp | 1369.70%-1332.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,896 | $7,304+49.2% | $8,066+35.1% | $4,350+150.5% |
| Admin fee / account holder | $1,148 | $1,752-34.4% | $12,989-91.2% | $1,945-41.0% |