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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 | $41,276 | $98,760-58.2% | $149,715-72.4% | $79,858-48.3% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 210.87% | 27.43%+183.4pp | 276.66%-65.8pp | 31.72%+179.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,722 | $5,681+123.9% | $6,842+85.9% | $3,740+240.1% |
| Admin fee / account holder | $808 | $6,053-86.6% | $9,310-91.3% | $5,306-84.8% |