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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 | $236,391 | $166,131+42.3% | $164,975+43.3% | $145,877+62.0% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-7.0pp |
| Annual return | 14.05% | 100.37%-86.3pp | 70.12%-56.1pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,648 | $6,962-62.0% | $6,033-56.1% | $6,691-60.4% |
| Admin fee / account holder | $26,202 | $16,648+57.4% | $12,688+106.5% | $13,402+95.5% |