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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 | $24,391 | $60,119-59.4% | $90,430-73.0% | $79,858-69.5% |
| Participation rate | 94.3% | 65.0%+29.3pp | 72.7%+21.6pp | 69.6%+24.7pp |
| Annual return | 15.64% | 71.94%-56.3pp | 1293.73%-1278.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,861 | $2,938+65.4% | $3,963+22.7% | $3,740+30.0% |
| Admin fee / account holder | $740 | $3,976-81.4% | $5,613-86.8% | $5,306-86.0% |