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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 | $20,807 | $75,832-72.6% | $147,617-85.9% | $59,633-65.1% |
| Participation rate | 96.2% | 71.6%+24.7pp | 84.6%+11.6pp | 68.7%+27.6pp |
| Annual return | -0.11% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,854 | $3,131-40.8% | $4,895-62.1% | $3,192-41.9% |
| Admin fee / account holder | $5,013 | $5,986-16.3% | $11,612-56.8% | $4,297+16.7% |