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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 | $77,374 | $63,346+22.1% | $92,240-16.1% | $70,126+10.3% |
| Participation rate | 72.9% | 68.7%+4.2pp | 76.5%-3.6pp | 69.5%+3.4pp |
| Annual return | 15.16% | 530.19%-515.0pp | 176.29%-161.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $118 | $2,471-95.2% | $3,680-96.8% | $2,343-95.0% |
| Participant deferral / active EE | $2,352 | $2,854-17.6% | $3,897-39.6% | $3,332-29.4% |
| Admin fee / account holder | $7,047 | $3,841+83.5% | $5,194+35.7% | $4,645+51.7% |