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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 | $33,573 | $102,422-67.2% | $147,117-77.2% | $80,959-58.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 14.71% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $473 | $3,717-87.3% | $4,932-90.4% | $2,757-82.8% |
| Participant deferral / active EE | $5,611 | $6,652-15.6% | $8,065-30.4% | $4,300+30.5% |
| Admin fee / account holder | $8,682 | $7,953+9.2% | $12,993-33.2% | $6,925+25.4% |