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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 | $40,403 | $102,422-60.6% | $147,117-72.5% | $80,959-50.1% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 14.50% | 135.16%-120.7pp | 420.54%-406.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $41 | $3,717-98.9% | $4,932-99.2% | $2,757-98.5% |
| Participant deferral / active EE | $9,449 | $6,652+42.0% | $8,065+17.2% | $4,300+119.7% |
| Admin fee / account holder | $7,940 | $7,953-0.2% | $12,993-38.9% | $6,925+14.6% |