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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 | $9,258 | $51,638-82.1% | $68,368-86.5% | $82,448-88.8% |
| Participation rate | 88.6% | 63.6%+25.0pp | 73.8%+14.9pp | 68.1%+20.6pp |
| Annual return | 159.84% | 37.53%+122.3pp | 292.57%-132.7pp | 41.64%+118.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,899 | $2,914-34.8% | $4,123-53.9% | $4,139-54.1% |
| Admin fee / account holder | $374 | $4,643-92.0% | $5,150-92.7% | $7,234-94.8% |