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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 | $139,255 | $85,766+62.4% | $136,298+2.2% | $70,126+98.6% |
| Participation rate | 70.3% | 74.2%-3.9pp | 81.9%-11.7pp | 69.5%+0.7pp |
| Annual return | 14.27% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,747 | $5,051-25.8% | $6,247-40.0% | $3,332+12.5% |
| Admin fee / account holder | $5,248 | $5,421-3.2% | $9,244-43.2% | $4,645+13.0% |