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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 | $24,569 | $102,938-76.1% | $94,105-73.9% | $138,895-82.3% |
| Participation rate | 84.6% | 74.6%+10.0pp | 71.9%+12.7pp | 79.9%+4.7pp |
| Annual return | 88.62% | 250.28%-161.7pp | 204.55%-115.9pp | 145.39%-56.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,600 | $4,196-38.0% | $3,881-33.0% | $6,396-59.3% |
| Admin fee / account holder | $2,742 | $6,600-58.5% | $6,199-55.8% | $12,562-78.2% |