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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 | $234,806 | $148,623+58.0% | $135,974+72.7% | $139,466+68.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 22.32% | 79.30%-57.0pp | 68.30%-46.0pp | 373.66%-351.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,207 | $8,103+50.7% | $7,760+57.3% | $6,712+81.9% |
| Admin fee / account holder | $3,140 | $12,406-74.7% | $10,767-70.8% | $11,409-72.5% |