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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 | $196,363 | $100,938+94.5% | $90,461+117.1% | $158,982+23.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.95% | 1727.20%-1712.3pp | 1294.76%-1279.8pp | 302.99%-288.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $14,210 | $4,350+226.7% | $3,964+258.5% | $5,983+137.5% |
| Admin fee / account holder | $2,152 | $6,510-66.9% | $5,617-61.7% | $11,252-80.9% |