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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 | $35,565 | $73,546-51.6% | $63,018-43.6% | $147,586-75.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 20.50% | 175.56%-155.1pp | 87.62%-67.1pp | 578.59%-558.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,171 | $4,185+95.3% | $3,330+145.4% | $5,439+50.2% |
| Admin fee / account holder | $486 | $5,956-91.8% | $3,601-86.5% | $10,886-95.5% |