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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 | $32,804 | $80,812-59.4% | $160,784-79.6% | $82,448-60.2% |
| Participation rate | 85.1% | 66.2%+18.9pp | 77.0%+8.2pp | 68.1%+17.1pp |
| Annual return | 28.26% | 100.59%-72.3pp | 1803.92%-1775.7pp | 41.64%-13.4pp |
| Employer contribution / active EE | $36 | $2,174-98.3% | $3,733-99.0% | $2,551-98.6% |
| Participant deferral / active EE | $9,253 | $4,335+113.4% | $6,293+47.0% | $4,139+123.5% |
| Admin fee / account holder | $4,806 | $7,695-37.5% | $9,717-50.5% | $7,234-33.6% |