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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 | $15,530 | $70,121-77.9% | $63,803-75.7% | $138,895-88.8% |
| Participation rate | 88.9% | 77.2%+11.7pp | 72.7%+16.2pp | 79.9%+9.0pp |
| Annual return | 17.21% | 946.48%-929.3pp | 543.72%-526.5pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,233 | $4,535-72.8% | $3,843-67.9% | $6,396-80.7% |
| Admin fee / account holder | $1,661 | $6,738-75.4% | $5,196-68.0% | $12,562-86.8% |