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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 | $45,566 | $102,422-55.5% | $147,117-69.0% | $80,959-43.7% |
| Participation rate | 77.9% | 75.9%+2.0pp | 82.2%-4.3pp | 67.7%+10.3pp |
| Annual return | 14.92% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,396 | $6,652+41.2% | $8,065+16.5% | $4,300+118.5% |
| Admin fee / account holder | $2,474 | $7,953-68.9% | $12,993-81.0% | $6,925-64.3% |