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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 | $29,778 | $109,905-72.9% | $98,506-69.8% | $167,553-82.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.69% | 1960.20%-1949.5pp | 1494.92%-1484.2pp | 478.89%-468.2pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,638 | $4,674-43.6% | $4,277-38.3% | $6,343-58.4% |
| Admin fee / account holder | $1,089 | $6,760-83.9% | $5,955-81.7% | $12,316-91.2% |