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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 | $61,866 | $102,385-39.6% | $147,080-57.9% | $80,935-23.6% |
| Participation rate | 71.2% | 75.9%-4.7pp | 82.2%-11.0pp | 67.7%+3.6pp |
| Annual return | 15.90% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,869 | $6,651+18.3% | $8,066-2.4% | $4,299+83.0% |
| Admin fee / account holder | $5,729 | $7,951-27.9% | $12,989-55.9% | $6,924-17.3% |