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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 | $95,384 | $102,385-6.8% | $147,080-35.1% | $80,935+17.9% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 18.34% | 135.09%-116.7pp | 420.17%-401.8pp | 35.66%-17.3pp |
| Employer contribution / active EE | $638 | $3,717-82.8% | $4,933-87.1% | $2,757-76.9% |
| Participant deferral / active EE | $3,986 | $6,651-40.1% | $8,066-50.6% | $4,299-7.3% |
| Admin fee / account holder | $6,467 | $7,951-18.7% | $12,989-50.2% | $6,924-6.6% |