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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 | $32,471 | $100,911-67.8% | $90,440-64.1% | $158,966-79.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 13.28% | 1726.62%-1713.3pp | 1294.38%-1281.1pp | 302.95%-289.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,924 | $4,348-9.8% | $3,964-1.0% | $5,983-34.4% |
| Admin fee / account holder | $340 | $6,507-94.8% | $5,615-93.9% | $11,250-97.0% |