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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 | $63,196 | $102,422-38.3% | $147,117-57.0% | $80,959-21.9% |
| Participation rate | 72.5% | 75.9%-3.4pp | 82.2%-9.7pp | 67.7%+4.8pp |
| Annual return | 23.22% | 135.16%-111.9pp | 420.54%-397.3pp | 35.67%-12.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,678 | $6,652+105.6% | $8,065+69.6% | $4,300+218.1% |
| Admin fee / account holder | $6,400 | $7,953-19.5% | $12,993-50.7% | $6,925-7.6% |