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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 | $25,328 | $47,479-46.7% | $62,929-59.8% | $82,448-69.3% |
| Participation rate | 75.0% | 66.9%+8.1pp | 73.1%+1.9pp | 68.1%+6.9pp |
| Annual return | 57.99% | 20.34%+37.6pp | 1063.93%-1005.9pp | 41.64%+16.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,958 | $2,870+177.2% | $3,888+104.7% | $4,139+92.3% |
| Admin fee / account holder | $2,180 | $3,804-42.7% | $5,065-57.0% | $7,234-69.9% |