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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 | $200,549 | $102,422+95.8% | $147,117+36.3% | $80,959+147.7% |
| Participation rate | 74.3% | 75.9%-1.6pp | 82.2%-7.9pp | 67.7%+6.6pp |
| Annual return | 19.96% | 135.16%-115.2pp | 420.54%-400.6pp | 35.67%-15.7pp |
| Employer contribution / active EE | $734 | $3,717-80.3% | $4,932-85.1% | $2,757-73.4% |
| Participant deferral / active EE | $3,279 | $6,652-50.7% | $8,065-59.3% | $4,300-23.8% |
| Admin fee / account holder | $3,152 | $7,953-60.4% | $12,993-75.7% | $6,925-54.5% |