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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 | $50,235 | $48,327+3.9% | $67,575-25.7% | $80,935-37.9% |
| Participation rate | 87.9% | 66.4%+21.5pp | 72.9%+15.0pp | 67.7%+20.2pp |
| Annual return | 16.72% | 18.31%-1.6pp | 3528.98%-3512.3pp | 35.66%-18.9pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,894 | $2,927-35.3% | $4,003-52.7% | $4,299-55.9% |
| Admin fee / account holder | $4,522 | $3,692+22.5% | $3,993+13.2% | $6,924-34.7% |