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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 | $17,212 | $45,119-61.9% | $85,126-79.8% | $74,429-76.9% |
| Participation rate | 86.1% | 49.4%+36.8pp | 67.5%+18.6pp | 67.2%+18.9pp |
| Annual return | 78.55% | 26.28%+52.3pp | 66.63%+11.9pp | 1368.38%-1289.8pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $7,076 | $2,738+158.4% | $4,523+56.4% | $4,348+62.7% |
| Admin fee / account holder | $827 | $2,214-62.6% | $6,160-86.6% | $1,944-57.4% |