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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 | $75,192 | $104,937-28.3% | $84,628-11.1% | $152,897-50.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.61% | 373.88%-352.3pp | 258.80%-237.2pp | 345.43%-323.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,841 | $4,690+45.9% | $3,900+75.4% | $5,851+16.9% |
| Admin fee / account holder | $22,829 | $6,243+265.7% | $4,914+364.6% | $11,599+96.8% |