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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 | $43,602 | $80,812-46.0% | $160,784-72.9% | $82,448-47.1% |
| Participation rate | 71.4% | 66.2%+5.2pp | 77.0%-5.5pp | 68.1%+3.4pp |
| Annual return | 19.20% | 100.59%-81.4pp | 1803.92%-1784.7pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,742 | $4,335+124.7% | $6,293+54.8% | $4,139+135.4% |
| Admin fee / account holder | $3,388 | $7,695-56.0% | $9,717-65.1% | $7,234-53.2% |