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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 | $122,299 | $85,766+42.6% | $136,298-10.3% | $70,126+74.4% |
| Participation rate | 91.3% | 74.2%+17.1pp | 81.9%+9.4pp | 69.5%+21.8pp |
| Annual return | 17.73% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,913 | $5,051+96.2% | $6,247+58.7% | $3,332+197.5% |
| Admin fee / account holder | $5,144 | $5,421-5.1% | $9,244-44.4% | $4,645+10.7% |