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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 | $20,741 | $76,407-72.9% | $150,298-86.2% | $82,448-74.8% |
| Participation rate | 74.6% | 66.4%+8.2pp | 77.8%-3.1pp | 68.1%+6.6pp |
| Annual return | 911.65% | 39.99%+871.7pp | 62.79%+848.9pp | 41.64%+870.0pp |
| Employer contribution / active EE | $175 | $2,614-93.3% | $4,154-95.8% | $2,551-93.1% |
| Participant deferral / active EE | $1,554 | $3,214-51.6% | $5,453-71.5% | $4,139-62.4% |
| Admin fee / account holder | $833 | $6,352-86.9% | $14,116-94.1% | $7,234-88.5% |