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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 | $39,379 | $102,385-61.5% | $147,080-73.2% | $80,935-51.3% |
| Participation rate | 77.0% | 75.9%+1.2pp | 82.2%-5.1pp | 67.7%+9.4pp |
| Annual return | 19.43% | 135.09%-115.7pp | 420.17%-400.7pp | 35.66%-16.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,207 | $6,651+38.4% | $8,066+14.1% | $4,299+114.1% |
| Admin fee / account holder | $758 | $7,951-90.5% | $12,989-94.2% | $6,924-89.1% |