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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 | $174,191 | $102,385+70.1% | $147,080+18.4% | $80,935+115.2% |
| Participation rate | 71.8% | 75.9%-4.0pp | 82.2%-10.4pp | 67.7%+4.2pp |
| Annual return | 16.27% | 135.09%-118.8pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,503 | $6,651+57.9% | $8,066+30.2% | $4,299+144.3% |
| Admin fee / account holder | $7,316 | $7,951-8.0% | $12,989-43.7% | $6,924+5.7% |