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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 | $125,188 | $63,346+97.6% | $92,240+35.7% | $70,126+78.5% |
| Participation rate | 70.4% | 68.7%+1.7pp | 76.5%-6.1pp | 69.5%+0.8pp |
| Annual return | 15.40% | 530.19%-514.8pp | 176.29%-160.9pp | 73.15%-57.7pp |
| Employer contribution / active EE | $139 | $2,471-94.4% | $3,680-96.2% | $2,343-94.1% |
| Participant deferral / active EE | $2,754 | $2,854-3.5% | $3,897-29.3% | $3,332-17.3% |
| Admin fee / account holder | $1,053 | $3,841-72.6% | $5,194-79.7% | $4,645-77.3% |