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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 | $39,447 | $88,702-55.5% | $81,780-51.8% | $145,978-73.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.96% | 1029.12%-1007.2pp | 776.27%-754.3pp | 550.52%-528.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,496 | $4,645+169.0% | $4,321+189.2% | $6,690+86.8% |
| Admin fee / account holder | $5,396 | $8,414-35.9% | $7,384-26.9% | $13,400-59.7% |