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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 | $19,558 | $75,832-74.2% | $147,617-86.8% | $59,633-67.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 3.53% | 0.37%+3.2pp | 61.98%-58.5pp | 2041.45%-2037.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,917 | $3,131+25.1% | $4,895-20.0% | $3,192+22.7% |
| Admin fee / account holder | $1,334 | $5,986-77.7% | $11,612-88.5% | $4,297-69.0% |