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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 | $102,503 | $102,382+0.1% | $147,005-30.3% | $80,874+26.7% |
| Participation rate | 72.3% | 75.8%-3.5pp | 82.2%-9.8pp | 67.6%+4.7pp |
| Annual return | 37.34% | 134.89%-97.5pp | 418.76%-381.4pp | 35.62%+1.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,591 | $6,646+104.5% | $8,070+68.4% | $4,297+216.3% |
| Admin fee / account holder | $3,936 | $7,942-50.4% | $13,006-69.7% | $6,935-43.2% |