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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 | $109,905-21.2% | $98,506-12.1% | $167,553-48.3% |
| Participation rate | 82.6% | 75.8%+6.8pp | 73.3%+9.3pp | 82.1%+0.5pp |
| Annual return | 22.13% | 1960.20%-1938.1pp | 1494.92%-1472.8pp | 478.89%-456.8pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,039 | $4,674-56.4% | $4,277-52.3% | $6,343-67.8% |
| Admin fee / account holder | $17,681 | $6,760+161.6% | $5,955+196.9% | $12,316+43.6% |