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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 | $72,418 | $40,275+79.8% | $57,356+26.3% | $59,633+21.4% |
| Participation rate | 87.1% | 69.1%+18.0pp | 75.1%+12.0pp | 68.7%+18.4pp |
| Annual return | 43.28% | 27.52%+15.8pp | 24.41%+18.9pp | 2041.45%-1998.2pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,087 | $2,400-54.7% | $3,162-65.6% | $3,192-66.0% |
| Admin fee / account holder | $2,528 | $2,820-10.4% | $3,357-24.7% | $4,297-41.2% |