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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 | $93,164 | $48,337+92.7% | $67,560+37.9% | $80,959+15.1% |
| Participation rate | 91.9% | 66.4%+25.5pp | 72.9%+19.0pp | 67.7%+24.2pp |
| Annual return | 13.79% | 18.26%-4.5pp | 3533.50%-3519.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,434 | $2,928+153.9% | $4,004+85.7% | $4,300+72.9% |
| Admin fee / account holder | $8,407 | $3,695+127.5% | $3,994+110.5% | $6,925+21.4% |