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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 | $76,196 | $63,346+20.3% | $92,240-17.4% | $70,126+8.7% |
| Participation rate | 93.1% | 68.7%+24.4pp | 76.5%+16.6pp | 69.5%+23.6pp |
| Annual return | 25.40% | 530.19%-504.8pp | 176.29%-150.9pp | 73.15%-47.7pp |
| Employer contribution / active EE | $164 | $2,471-93.4% | $3,680-95.5% | $2,343-93.0% |
| Participant deferral / active EE | $11,554 | $2,854+304.9% | $3,897+196.5% | $3,332+246.8% |
| Admin fee / account holder | $18,789 | $3,841+389.2% | $5,194+261.7% | $4,645+304.4% |