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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 | $26,525 | $102,393-74.1% | $147,041-82.0% | $80,911-67.2% |
| Participation rate | 81.5% | 75.9%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 18.02% | 134.95%-116.9pp | 419.21%-401.2pp | 35.63%-17.6pp |
| Employer contribution / active EE | $46 | $3,715-98.8% | $4,935-99.1% | $2,756-98.3% |
| Participant deferral / active EE | $2,805 | $6,647-57.8% | $8,071-65.2% | $4,297-34.7% |
| Admin fee / account holder | $1,329 | $7,943-83.3% | $13,006-89.8% | $6,935-80.8% |