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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 | $15,568 | $88,778-82.5% | $81,844-81.0% | $145,884-89.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 14.49% | 1033.03%-1018.5pp | 778.87%-764.4pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,334 | $4,648-71.3% | $4,323-69.2% | $6,690-80.1% |
| Admin fee / account holder | $1,010 | $8,430-88.0% | $7,355-86.3% | $13,392-92.5% |