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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 | $121,715 | $137,414-11.4% | $189,520-35.8% | $85,856+41.8% |
| Participation rate | 77.4% | 84.6%-7.2pp | 87.8%-10.4pp | 69.3%+8.1pp |
| Annual return | 16.96% | 38.14%-21.2pp | 555.25%-538.3pp | 318.58%-301.6pp |
| Employer contribution / active EE | $999 | $4,344-77.0% | $6,161-83.8% | $2,565-61.1% |
| Participant deferral / active EE | $7,897 | $6,260+26.2% | $8,220-3.9% | $3,952+99.8% |
| Admin fee / account holder | $1,719 | $8,630-80.1% | $12,046-85.7% | $6,261-72.5% |