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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 | $62,109 | $132,099-53.0% | $115,599-46.3% | $138,895-55.3% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.3%+7.0pp | 79.9%+1.3pp |
| Annual return | 11.50% | 176.76%-165.3pp | 111.10%-99.6pp | 145.39%-133.9pp |
| Employer contribution / active EE | $588 | $3,416-82.8% | $2,955-80.1% | $4,194-86.0% |
| Participant deferral / active EE | $4,106 | $5,617-26.9% | $4,889-16.0% | $6,396-35.8% |
| Admin fee / account holder | $5,093 | $15,650-67.5% | $12,841-60.3% | $12,562-59.5% |