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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 | $31,189 | $102,422-69.5% | $147,117-78.8% | $80,959-61.5% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.7%+25.4pp |
| Annual return | 17.53% | 135.16%-117.6pp | 420.54%-403.0pp | 35.67%-18.1pp |
| Employer contribution / active EE | $499 | $3,717-86.6% | $4,932-89.9% | $2,757-81.9% |
| Participant deferral / active EE | $3,537 | $6,652-46.8% | $8,065-56.1% | $4,300-17.8% |
| Admin fee / account holder | $5,289 | $7,953-33.5% | $12,993-59.3% | $6,925-23.6% |