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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 | $55,639 | $104,251-46.6% | $91,004-38.9% | $147,586-62.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 176.98% | 27.06%+149.9pp | 4.60%+172.4pp | 578.59%-401.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $24,000 | $4,195+472.1% | $3,548+576.5% | $5,439+341.3% |
| Admin fee / account holder | $348 | $8,948-96.1% | $5,417-93.6% | $10,886-96.8% |