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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 | $24,863 | $105,198-76.4% | $159,455-84.4% | $85,856-71.0% |
| Participation rate | 75.4% | 75.8%-0.3pp | 82.8%-7.4pp | 69.3%+6.1pp |
| Annual return | 17.51% | 45.08%-27.6pp | 263.63%-246.1pp | 318.58%-301.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,725 | $5,946+13.1% | $7,353-8.5% | $3,952+70.2% |
| Admin fee / account holder | $3,462 | $6,934-50.1% | $10,800-67.9% | $6,261-44.7% |