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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 | $53,063-73.1% | $124,206-88.5% | $82,637-82.7% |
| Participation rate | 87.5% | 58.4%+29.1pp | 69.6%+17.9pp | 68.1%+19.4pp |
| Annual return | 14.06% | 68.87%-54.8pp | 515.27%-501.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,316 | $2,644-50.2% | $3,968-66.8% | $4,126-68.1% |
| Admin fee / account holder | $6,034 | $4,281+41.0% | $5,929+1.8% | $7,339-17.8% |