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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 | $139,137 | $227,399-38.8% | $189,758-26.7% | $198,609-29.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 11.55% | 61.03%-49.5pp | 52.62%-41.1pp | 202.70%-191.2pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,949 | $6,837+30.9% | $5,856+52.8% | $6,977+28.3% |
| Admin fee / account holder | $8,711 | $25,162-65.4% | $20,388-57.3% | $19,030-54.2% |