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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 | $101,085 | $45,152+123.9% | $73,845+36.9% | $59,632+69.5% |
| Participation rate | 88.0% | 64.0%+24.0pp | 73.4%+14.6pp | 68.7%+19.3pp |
| Annual return | 2.37% | 27.40%-25.0pp | 2267.91%-2265.5pp | 2041.32%-2038.9pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,508 | $2,574+36.3% | $3,583-2.1% | $3,192+9.9% |
| Admin fee / account holder | $5,215 | $3,516+48.3% | $4,881+6.8% | $4,297+21.4% |