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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 | $39,336 | $78,197-49.7% | $98,090-59.9% | $82,637-52.4% |
| Participation rate | 80.0% | 77.5%+2.5pp | 81.5%-1.5pp | 68.1%+11.9pp |
| Annual return | 128.14% | 40.25%+87.9pp | 37.05%+91.1pp | 53.51%+74.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,054 | $6,636+66.6% | $7,845+40.9% | $4,126+167.9% |
| Admin fee / account holder | $4,755 | $14,832-67.9% | $11,815-59.8% | $7,339-35.2% |