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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 | $108,630 | $91,525+18.7% | $130,026-16.5% | $75,181+44.5% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 36.89% | -631.40%+668.3pp | -137.26%+174.1pp | 160.69%-123.8pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,727 | $4,342+54.9% | $5,821+15.6% | $4,126+63.1% |
| Admin fee / account holder | $556 | $6,778-91.8% | $10,608-94.8% | $5,650-90.2% |