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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 | $208,981 | $89,364+133.9% | $141,177+48.0% | $72,983+186.3% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 21.55% | 111.86%-90.3pp | 71.40%-49.8pp | 81.01%-59.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,366 | $5,419+35.9% | $6,710+9.8% | $3,608+104.2% |
| Admin fee / account holder | $2,816 | $5,959-52.7% | $10,263-72.6% | $5,124-45.0% |