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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 | $50,519 | $68,394-26.1% | $94,672-46.6% | $75,177-32.8% |
| Participation rate | 96.4% | 76.1%+20.4pp | 80.8%+15.6pp | 67.2%+29.2pp |
| Annual return | 0.00% | 616.92%-616.9pp | 156.89%-156.9pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,135 | $6,536-6.1% | $7,417-17.3% | $4,126+48.7% |
| Admin fee / account holder | $925 | $5,326-82.6% | $7,222-87.2% | $5,651-83.6% |