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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 | $53,424 | $105,198-49.2% | $159,455-66.5% | $85,856-37.8% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.8%+4.8pp | 69.3%+18.3pp |
| Annual return | 18.77% | 45.08%-26.3pp | 263.63%-244.9pp | 318.58%-299.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13,774 | $5,946+131.7% | $7,353+87.3% | $3,952+248.5% |
| Admin fee / account holder | $9,060 | $6,934+30.7% | $10,800-16.1% | $6,261+44.7% |