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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 | $29,802 | $107,363-72.2% | $92,909-67.9% | $152,897-80.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.22% | 145.63%-126.4pp | 109.44%-90.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,011 | $4,848-37.9% | $4,238-28.9% | $5,851-48.5% |
| Admin fee / account holder | $2,682 | $7,082-62.1% | $5,795-53.7% | $11,599-76.9% |