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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 | $56,116-74.6% | $135,768-89.5% | $86,983-83.6% |
| Participation rate | 87.5% | 60.1%+27.4pp | 71.1%+16.4pp | 69.5%+18.0pp |
| Annual return | 14.06% | 125.33%-111.3pp | 526.10%-512.0pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,316 | $2,690-51.1% | $3,977-66.9% | $4,194-68.6% |
| Admin fee / account holder | $6,034 | $4,314+39.9% | $7,048-14.4% | $7,856-23.2% |