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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 | $91,902 | $102,422-10.3% | $147,117-37.5% | $80,959+13.5% |
| Participation rate | 88.1% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 14.86% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $329 | $3,717-91.1% | $4,932-93.3% | $2,757-88.1% |
| Participant deferral / active EE | $3,303 | $6,652-50.3% | $8,065-59.0% | $4,300-23.2% |
| Admin fee / account holder | $12,345 | $7,953+55.2% | $12,993-5.0% | $6,925+78.3% |