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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 | $39,643 | $102,422-61.3% | $147,117-73.1% | $80,959-51.0% |
| Participation rate | 94.1% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.4pp |
| Annual return | 34.13% | 135.16%-101.0pp | 420.54%-386.4pp | 35.67%-1.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15,808 | $6,652+137.6% | $8,065+96.0% | $4,300+267.6% |
| Admin fee / account holder | $4,484 | $7,953-43.6% | $12,993-65.5% | $6,925-35.3% |