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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 | $39,955 | $102,385-61.0% | $147,080-72.8% | $80,935-50.6% |
| Participation rate | 73.7% | 75.9%-2.2pp | 82.2%-8.5pp | 67.7%+6.0pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,927 | $6,651+94.4% | $8,066+60.3% | $4,299+200.7% |
| Admin fee / account holder | $2,332 | $7,951-70.7% | $12,989-82.0% | $6,924-66.3% |