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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 | $215,984 | $102,595+110.5% | $94,057+129.6% | $154,746+39.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.54% | 583.42%-564.9pp | 480.62%-462.1pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $23,500 | $5,118+359.1% | $4,709+399.0% | $6,730+249.2% |
| Admin fee / account holder | $1,240 | $7,736-84.0% | $7,244-82.9% | $14,365-91.4% |