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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 | $84,079 | $58,275+44.3% | $81,844+2.7% | $80,935+3.9% |
| Participation rate | 77.1% | 63.5%+13.7pp | 72.4%+4.8pp | 67.7%+9.5pp |
| Annual return | 13.83% | 41.82%-28.0pp | 778.87%-765.0pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,636 | $3,285+162.9% | $4,323+99.7% | $4,299+100.9% |
| Admin fee / account holder | $4,357 | $4,749-8.2% | $7,355-40.8% | $6,924-37.1% |