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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 | $97,124 | $102,422-5.2% | $147,117-34.0% | $80,959+20.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 12.99% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $603 | $3,717-83.8% | $4,932-87.8% | $2,757-78.1% |
| Participant deferral / active EE | $5,428 | $6,652-18.4% | $8,065-32.7% | $4,300+26.2% |
| Admin fee / account holder | $2,618 | $7,953-67.1% | $12,993-79.9% | $6,925-62.2% |