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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 | $36,495 | $102,429-64.4% | $147,096-75.2% | $80,925-54.9% |
| Participation rate | 73.9% | 75.9%-1.9pp | 82.2%-8.3pp | 67.7%+6.3pp |
| Annual return | 93.39% | 135.02%-41.6pp | 419.75%-326.4pp | 35.65%+57.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,901 | $6,649+79.0% | $8,071+47.5% | $4,299+176.9% |
| Admin fee / account holder | $725 | $7,957-90.9% | $13,005-94.4% | $6,940-89.6% |