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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 | $123,536 | $56,199+119.8% | $67,652+82.6% | $59,632+107.2% |
| Participation rate | 74.1% | 71.5%+2.6pp | 75.7%-1.6pp | 68.7%+5.4pp |
| Annual return | 3.96% | 18505.31%-18501.3pp | 6625.04%-6621.1pp | 2041.32%-2037.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,122 | $2,844+9.8% | $3,560-12.3% | $3,192-2.2% |
| Admin fee / account holder | $347 | $3,958-91.2% | $4,821-92.8% | $4,297-91.9% |