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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 | $19,935 | $49,199-59.5% | $121,210-83.6% | $75,177-73.5% |
| Participation rate | 87.7% | 55.4%+32.3pp | 69.5%+18.2pp | 67.2%+20.5pp |
| Annual return | 14.99% | 56.04%-41.1pp | 987.41%-972.4pp | 160.75%-145.8pp |
| Employer contribution / active EE | $4 | $1,547-99.8% | $4,171-99.9% | $2,671-99.9% |
| Participant deferral / active EE | $2,632 | $2,630+0.1% | $4,084-35.6% | $4,126-36.2% |
| Admin fee / account holder | $1,052 | $3,946-73.3% | $5,647-81.4% | $5,651-81.4% |