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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 | $53,331 | $100,060-46.7% | $149,721-64.4% | $70,126-23.9% |
| Participation rate | 80.4% | 83.6%-3.2pp | 87.1%-6.7pp | 69.5%+10.9pp |
| Annual return | 23.62% | 27.46%-3.8pp | 1501.67%-1478.1pp | 73.15%-49.5pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,084 | $4,982-18.0% | $6,568-37.8% | $3,332+22.6% |
| Admin fee / account holder | $4,733 | $8,285-42.9% | $11,282-58.0% | $4,645+1.9% |