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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 | $157,112 | $110,801+41.8% | $86,615+81.4% | $167,536-6.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 12.25% | 116.96%-104.7pp | 63.51%-51.3pp | 478.82%-466.6pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,802 | $4,547-60.4% | $3,699-51.3% | $6,342-71.6% |
| Admin fee / account holder | $2,641 | $8,417-68.6% | $5,830-54.7% | $12,315-78.6% |