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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 | $181,509 | $107,363+69.1% | $92,909+95.4% | $152,897+18.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.71% | 145.63%-120.9pp | 109.44%-84.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,292 | $4,848+236.1% | $4,238+284.4% | $5,851+178.4% |
| Admin fee / account holder | $2,075 | $7,082-70.7% | $5,795-64.2% | $11,599-82.1% |