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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 | $131,420 | $150,207-12.5% | $120,380+9.2% | $145,978-10.0% |
| Participation rate | 93.8% | 78.8%+15.0pp | 71.9%+21.8pp | 80.3%+13.5pp |
| Annual return | 19.22% | 154.28%-135.1pp | 107.28%-88.1pp | 550.52%-531.3pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,113 | $6,175-33.4% | $4,992-17.6% | $6,690-38.5% |
| Admin fee / account holder | $25,755 | $12,203+111.0% | $9,421+173.4% | $13,400+92.2% |