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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 | $25,750 | $57,312-55.1% | $86,617-70.3% | $75,181-65.7% |
| Participation rate | 97.0% | 63.2%+33.8pp | 71.7%+25.3pp | 67.2%+29.8pp |
| Annual return | 129.34% | 2672.78%-2543.4pp | 591.91%-462.6pp | 160.69%-31.3pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,852 | $3,319+196.8% | $4,437+122.0% | $4,126+138.8% |
| Admin fee / account holder | $597 | $4,114-85.5% | $5,613-89.4% | $5,650-89.4% |