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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 | $152,652 | $63,342+141.0% | $92,236+65.5% | $70,131+117.7% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 18.62% | 530.15%-511.5pp | 176.29%-157.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,615 | $2,854+61.7% | $3,897+18.4% | $3,332+38.5% |
| Admin fee / account holder | $2,658 | $3,840-30.8% | $5,194-48.8% | $4,645-42.8% |