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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 | $106,230 | $137,414-22.7% | $189,520-43.9% | $85,856+23.7% |
| Participation rate | 75.7% | 84.6%-8.9pp | 87.8%-12.1pp | 69.3%+6.4pp |
| Annual return | 13.82% | 38.14%-24.3pp | 555.25%-541.4pp | 318.58%-304.8pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,051 | $6,260-35.3% | $8,220-50.7% | $3,952+2.5% |
| Admin fee / account holder | $1,261 | $8,630-85.4% | $12,046-89.5% | $6,261-79.9% |