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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 | $170,274 | $178,174-4.4% | $156,181+9.0% | $137,256+24.1% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.8%-5.5pp | 80.0%-6.6pp |
| Annual return | 14.19% | 84.19%-70.0pp | 64.87%-50.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,170 | $6,888+62.2% | $6,132+82.1% | $6,407+74.3% |
| Admin fee / account holder | $25,530 | $17,404+46.7% | $14,586+75.0% | $12,270+108.1% |