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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 | $195,278 | $202,440-3.5% | $169,390+15.3% | $139,466+40.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 18.28% | 532.36%-514.1pp | 406.07%-387.8pp | 373.66%-355.4pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $23,725 | $6,940+241.8% | $6,222+281.3% | $6,712+253.5% |
| Admin fee / account holder | $1,002 | $10,722-90.7% | $9,015-88.9% | $11,409-91.2% |