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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 | $88,898 | $102,429-13.2% | $147,096-39.6% | $80,925+9.9% |
| Participation rate | 70.8% | 75.9%-5.0pp | 82.2%-11.3pp | 67.7%+3.2pp |
| Annual return | 16.78% | 135.02%-118.2pp | 419.75%-403.0pp | 35.65%-18.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,612 | $6,649+119.8% | $8,071+81.0% | $4,299+239.9% |
| Admin fee / account holder | $8,200 | $7,957+3.1% | $13,005-36.9% | $6,940+18.2% |