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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 | $55,766 | $176,105-68.3% | $159,474-65.0% | $167,536-66.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.68% | 331.91%-313.2pp | 263.68%-245.0pp | 478.82%-460.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,820 | $7,751-24.9% | $7,353-20.9% | $6,342-8.2% |
| Admin fee / account holder | $2,651 | $12,559-78.9% | $10,802-75.5% | $12,315-78.5% |