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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 | $54,062 | $132,634-59.2% | $115,768-53.3% | $137,256-60.6% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.4%+12.3pp | 80.0%+6.7pp |
| Annual return | 38.28% | 160.70%-122.4pp | 100.46%-62.2pp | 220.34%-182.1pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,194 | $5,619-25.4% | $4,917-14.7% | $6,407-34.5% |
| Admin fee / account holder | $33,108 | $15,028+120.3% | $12,439+166.2% | $12,270+169.8% |