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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 | $14,274 | $52,353-72.7% | $120,225-88.1% | $82,448-82.7% |
| Participation rate | 87.5% | 58.3%+29.2pp | 69.6%+17.9pp | 68.1%+19.4pp |
| Annual return | 14.06% | 61.85%-47.8pp | 439.23%-425.2pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,316 | $2,627-49.9% | $3,999-67.1% | $4,139-68.2% |
| Admin fee / account holder | $6,034 | $4,363+38.3% | $5,696+5.9% | $7,234-16.6% |