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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 | $10,170 | $23,330-56.4% | $64,489-84.2% | $82,448-87.7% |
| Participation rate | 85.2% | 68.3%+16.9pp | 67.7%+17.5pp | 68.1%+17.1pp |
| Annual return | 0.00% | 83.66%-83.7pp | 55.03%-55.0pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,094 | $1,707+81.3% | $2,778+11.4% | $4,139-25.2% |
| Admin fee / account holder | $449 | $2,946-84.8% | $4,260-89.5% | $7,234-93.8% |