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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 | $76,207 | $70,121+8.7% | $63,803+19.4% | $138,895-45.1% |
| Participation rate | 75.0% | 77.2%-2.2pp | 72.7%+2.3pp | 79.9%-4.9pp |
| Annual return | 12.46% | 946.48%-934.0pp | 543.72%-531.3pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,785 | $4,535+27.6% | $3,843+50.5% | $6,396-9.6% |
| Admin fee / account holder | $359 | $6,738-94.7% | $5,196-93.1% | $12,562-97.1% |