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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 | $102,385-38.6% | $147,080-57.3% | $80,935-22.4% |
| Participation rate | 79.5% | 75.9%+3.6pp | 82.2%-2.7pp | 67.7%+11.8pp |
| Annual return | 12.18% | 135.09%-122.9pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $530 | $3,717-85.7% | $4,933-89.2% | $2,757-80.8% |
| Participant deferral / active EE | $6,256 | $6,651-5.9% | $8,066-22.4% | $4,299+45.5% |
| Admin fee / account holder | $2,732 | $7,951-65.6% | $12,989-79.0% | $6,924-60.6% |