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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 | $28,387 | $99,031-71.3% | $86,597-67.2% | $147,585-80.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 17.45% | 1312.56%-1295.1pp | 964.96%-947.5pp | 578.57%-561.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,260 | $3,972-17.9% | $3,609-9.7% | $5,439-40.1% |
| Admin fee / account holder | $5,082 | $5,711-11.0% | $4,906+3.6% | $10,885-53.3% |