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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 | $92,885 | $157,276-40.9% | $141,177-34.2% | $152,885-39.2% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 22.05% | 64.33%-42.3pp | 71.40%-49.4pp | 345.39%-323.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,329 | $7,110+17.1% | $6,710+24.1% | $5,851+42.4% |
| Admin fee / account holder | $1,184 | $12,123-90.2% | $10,263-88.5% | $11,598-89.8% |