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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 | $148,582+58.0% | $135,942+72.7% | $139,456+68.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 22.32% | 79.26%-56.9pp | 68.28%-46.0pp | 373.45%-351.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $12,207 | $8,101+50.7% | $7,759+57.3% | $6,711+81.9% |
| Admin fee / account holder | $3,140 | $12,402-74.7% | $10,764-70.8% | $11,407-72.5% |