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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 | $228,742 | $102,422+123.3% | $147,117+55.5% | $80,959+182.5% |
| Participation rate | 78.8% | 75.9%+2.9pp | 82.2%-3.4pp | 67.7%+11.1pp |
| Annual return | 14.70% | 135.16%-120.5pp | 420.54%-405.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,916 | $6,652+79.1% | $8,065+47.8% | $4,300+177.1% |
| Admin fee / account holder | $2,521 | $7,953-68.3% | $12,993-80.6% | $6,925-63.6% |