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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 | $66,343 | $157,296-57.8% | $141,191-53.0% | $152,897-56.6% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.5%-8.5pp |
| Annual return | 140.90% | 64.34%+76.6pp | 71.41%+69.5pp | 345.43%-204.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,968 | $7,111-58.3% | $6,710-55.8% | $5,851-49.3% |
| Admin fee / account holder | $5,406 | $12,125-55.4% | $10,264-47.3% | $11,599-53.4% |