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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 | $48,425 | $102,422-52.7% | $147,117-67.1% | $80,959-40.2% |
| Participation rate | 74.7% | 75.9%-1.2pp | 82.2%-7.5pp | 67.7%+7.0pp |
| Annual return | 12.15% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $591 | $3,717-84.1% | $4,932-88.0% | $2,757-78.6% |
| Participant deferral / active EE | $4,538 | $6,652-31.8% | $8,065-43.7% | $4,300+5.5% |
| Admin fee / account holder | $3,059 | $7,953-61.5% | $12,993-76.5% | $6,925-55.8% |