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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 | $75,182 | $106,005-29.1% | $92,239-18.5% | $147,585-49.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 14.19% | 50.05%-35.9pp | 176.29%-162.1pp | 578.58%-564.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,600 | $4,478+136.7% | $3,897+172.0% | $5,439+94.9% |
| Admin fee / account holder | $1,959 | $6,333-69.1% | $5,194-62.3% | $10,886-82.0% |