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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 | $43,204 | $102,422-57.8% | $147,117-70.6% | $80,959-46.6% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.1pp | 67.7%+15.7pp |
| Annual return | 77.86% | 135.16%-57.3pp | 420.54%-342.7pp | 35.67%+42.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15,203 | $6,652+128.5% | $8,065+88.5% | $4,300+253.5% |
| Admin fee / account holder | $6,680 | $7,953-16.0% | $12,993-48.6% | $6,925-3.5% |