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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 | $26,824 | $102,429-73.8% | $147,096-81.8% | $80,925-66.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.2pp | 67.7%+15.7pp |
| Annual return | 46.62% | 135.02%-88.4pp | 419.75%-373.1pp | 35.65%+11.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,080 | $6,649+21.5% | $8,071+0.1% | $4,299+88.0% |
| Admin fee / account holder | $2,091 | $7,957-73.7% | $13,005-83.9% | $6,940-69.9% |