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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 | $50,556 | $80,812-37.4% | $160,784-68.6% | $82,448-38.7% |
| Participation rate | 95.0% | 66.2%+28.8pp | 77.0%+18.0pp | 68.1%+26.9pp |
| Annual return | 17.17% | 100.59%-83.4pp | 1803.92%-1786.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $414 | $2,174-81.0% | $3,733-88.9% | $2,551-83.8% |
| Participant deferral / active EE | $5,397 | $4,335+24.5% | $6,293-14.2% | $4,139+30.4% |
| Admin fee / account holder | $2,791 | $7,695-63.7% | $9,717-71.3% | $7,234-61.4% |