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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 | $125,124 | $53,128+135.5% | $86,582+44.5% | $70,126+78.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.61% | 27.66%-12.0pp | 965.08%-949.5pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,026 | $2,695+123.6% | $3,609+67.0% | $3,332+80.9% |
| Admin fee / account holder | $932 | $3,584-74.0% | $4,904-81.0% | $4,645-79.9% |