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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 | $68,366 | $99,995-31.6% | $85,063-19.6% | $145,978-53.2% |
| Participation rate | 70.8% | 74.1%-3.3pp | 67.5%+3.3pp | 80.3%-9.5pp |
| Annual return | 12.50% | 83.99%-71.5pp | 66.54%-54.0pp | 550.52%-538.0pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,858 | $5,295+67.3% | $4,523+95.9% | $6,690+32.4% |
| Admin fee / account holder | $2,877 | $7,255-60.3% | $6,155-53.3% | $13,400-78.5% |