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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 | $52,414 | $106,008-50.6% | $92,240-43.2% | $147,586-64.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 75.92% | 50.05%+25.9pp | 176.29%-100.4pp | 578.59%-502.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,224 | $4,478+16.6% | $3,897+34.0% | $5,439-4.0% |
| Admin fee / account holder | $1,656 | $6,333-73.9% | $5,194-68.1% | $10,886-84.8% |