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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 | $86,578 | $109,830-21.2% | $98,452-12.1% | $167,497-48.3% |
| Participation rate | 82.6% | 75.8%+6.8pp | 73.3%+9.3pp | 82.1%+0.5pp |
| Annual return | 22.13% | 1957.04%-1934.9pp | 1492.96%-1470.8pp | 478.62%-456.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,039 | $4,673-56.4% | $4,276-52.3% | $6,341-67.8% |
| Admin fee / account holder | $17,681 | $6,751+161.9% | $5,948+197.2% | $12,310+43.6% |