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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 | $61,009 | $109,905-44.5% | $98,506-38.1% | $167,553-63.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.74% | 1960.20%-1939.5pp | 1494.92%-1474.2pp | 478.89%-458.2pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,770 | $4,674+2.1% | $4,277+11.5% | $6,343-24.8% |
| Admin fee / account holder | $439 | $6,760-93.5% | $5,955-92.6% | $12,316-96.4% |