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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 | $102,503 | $102,422+0.1% | $147,117-30.3% | $80,959+26.6% |
| Participation rate | 72.3% | 75.9%-3.5pp | 82.2%-9.8pp | 67.7%+4.7pp |
| Annual return | 37.34% | 135.16%-97.8pp | 420.54%-383.2pp | 35.67%+1.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,591 | $6,652+104.3% | $8,065+68.5% | $4,300+216.0% |
| Admin fee / account holder | $3,936 | $7,953-50.5% | $12,993-69.7% | $6,925-43.2% |