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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 | $62,843 | $102,429-38.6% | $147,096-57.3% | $80,925-22.3% |
| Participation rate | 79.5% | 75.9%+3.6pp | 82.2%-2.7pp | 67.7%+11.8pp |
| Annual return | 12.18% | 135.02%-122.8pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $530 | $3,716-85.7% | $4,936-89.3% | $2,756-80.8% |
| Participant deferral / active EE | $6,256 | $6,649-5.9% | $8,071-22.5% | $4,299+45.5% |
| Admin fee / account holder | $2,732 | $7,957-65.7% | $13,005-79.0% | $6,940-60.6% |