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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 | $53,272 | $51,642+3.2% | $129,384-58.8% | $80,935-34.2% |
| Participation rate | 97.4% | 56.9%+40.5pp | 69.6%+27.8pp | 67.7%+29.8pp |
| Annual return | 12.32% | 20.78%-8.5pp | 9461.77%-9449.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $54 | $1,583-96.6% | $4,153-98.7% | $2,757-98.0% |
| Participant deferral / active EE | $3,377 | $2,670+26.5% | $4,166-18.9% | $4,299-21.5% |
| Admin fee / account holder | $7,727 | $4,312+79.2% | $7,686+0.5% | $6,924+11.6% |