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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 | $63,959 | $102,385-37.5% | $147,080-56.5% | $80,935-21.0% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 16.04% | 135.09%-119.0pp | 420.17%-404.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,573 | $6,651+43.9% | $8,066+18.7% | $4,299+122.7% |
| Admin fee / account holder | $2,588 | $7,951-67.5% | $12,989-80.1% | $6,924-62.6% |