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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 | $212,698 | $108,701+95.7% | $74,723+184.6% | $152,909+39.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 18.14% | 114.12%-96.0pp | 753.18%-735.0pp | 345.46%-327.3pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $25,000 | $2,709+823.0% | $1,962+1174.5% | $5,851+327.3% |
| Admin fee / account holder | $1,316 | $4,906-73.2% | $3,335-60.5% | $11,601-88.7% |