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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 | $245,495 | $133,981+83.2% | $112,249+118.7% | $134,532+82.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.04% | 47.16%-60.2pp | 27.48%-40.5pp | 418.27%-431.3pp |
| Employer contribution / active EE | $791 | $4,040-80.4% | $3,636-78.2% | $4,741-83.3% |
| Participant deferral / active EE | $6,952 | $5,292+31.4% | $4,729+47.0% | $6,401+8.6% |
| Admin fee / account holder | $2,601 | $7,492-65.3% | $6,412-59.4% | $11,429-77.2% |