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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 | $13,809 | $100,073-86.2% | $85,126-83.8% | $145,877-90.5% |
| Participation rate | 90.5% | 74.1%+16.4pp | 67.5%+23.0pp | 80.3%+10.2pp |
| Annual return | 18.43% | 84.11%-65.7pp | 66.63%-48.2pp | 551.28%-532.9pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,113 | $5,294+128.8% | $4,523+167.8% | $6,691+81.0% |
| Admin fee / account holder | $1,314 | $7,261-81.9% | $6,160-78.7% | $13,402-90.2% |