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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 | $180,741 | $102,429+76.5% | $147,096+22.9% | $80,925+123.3% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 18.28% | 135.02%-116.7pp | 419.75%-401.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,425 | $6,649+41.8% | $8,071+16.8% | $4,299+119.2% |
| Admin fee / account holder | $2,374 | $7,957-70.2% | $13,005-81.7% | $6,940-65.8% |