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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 | $52,342 | $72,071-27.4% | $68,368-23.4% | $137,256-61.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 17.96% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,875 | $4,410+191.9% | $4,123+212.3% | $6,407+101.0% |
| Admin fee / account holder | $5,907 | $5,336+10.7% | $5,150+14.7% | $12,270-51.9% |