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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 | $35,651 | $112,121-68.2% | $95,960-62.8% | $158,966-77.6% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 18.45% | 171.16%-152.7pp | 91.63%-73.2pp | 302.95%-284.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,824 | $4,784-61.9% | $4,167-56.2% | $5,983-69.5% |
| Admin fee / account holder | $7,969 | $10,135-21.4% | $6,797+17.2% | $11,250-29.2% |