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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 | $49,161 | $102,429-52.0% | $147,096-66.6% | $80,925-39.3% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 43.68% | 135.02%-91.3pp | 419.75%-376.1pp | 35.65%+8.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,305 | $6,649+145.2% | $8,071+102.0% | $4,299+279.3% |
| Admin fee / account holder | $1,615 | $7,957-79.7% | $13,005-87.6% | $6,940-76.7% |