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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 | $121,426 | $85,766+41.6% | $136,298-10.9% | $70,126+73.2% |
| Participation rate | 73.8% | 74.2%-0.3pp | 81.9%-8.1pp | 69.5%+4.3pp |
| Annual return | 15.35% | 31.46%-16.1pp | 5156.27%-5140.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,190 | $5,051+22.5% | $6,247-0.9% | $3,332+85.8% |
| Admin fee / account holder | $358 | $5,421-93.4% | $9,244-96.1% | $4,645-92.3% |