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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 | $41,530 | $102,385-59.4% | $147,080-71.8% | $80,935-48.7% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 19.16% | 135.09%-115.9pp | 420.17%-401.0pp | 35.66%-16.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,514 | $6,651+118.2% | $8,066+79.9% | $4,299+237.6% |
| Admin fee / account holder | $2,916 | $7,951-63.3% | $12,989-77.5% | $6,924-57.9% |