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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 | $138,327 | $57,350+141.2% | $83,850+65.0% | $64,181+115.5% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | 10.55% | 11.38%-0.8pp | 850.92%-840.4pp | 7.63%+2.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,925 | $2,993+131.4% | $4,082+69.7% | $3,470+99.6% |
| Admin fee / account holder | $12,138 | $4,046+200.0% | $5,478+121.6% | $4,887+148.4% |