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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 | $18,014 | $123,412-85.4% | $69,460-74.1% | $145,978-87.7% |
| Participation rate | 77.8% | 69.2%+8.6pp | 66.4%+11.3pp | 80.3%-2.5pp |
| Annual return | 39.73% | 191.25%-151.5pp | 100.80%-61.1pp | 550.52%-510.8pp |
| Employer contribution / active EE | $0 | $2,684-100.0% | $1,714-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,249 | $4,240+94.6% | $2,890+185.5% | $6,690+23.3% |
| Admin fee / account holder | $1,272 | $7,816-83.7% | $4,695-72.9% | $13,400-90.5% |