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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 | $193,447 | $57,352+237.3% | $83,831+130.8% | $64,173+201.4% |
| Participation rate | 93.0% | 68.6%+24.4pp | 76.1%+16.9pp | 69.6%+23.5pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,948 | $2,993+98.7% | $4,082+45.7% | $3,470+71.4% |
| Admin fee / account holder | $1,071 | $4,046-73.5% | $5,479-80.4% | $4,887-78.1% |