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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 | $139,566 | $156,398-10.8% | $147,318-5.3% | $138,895+0.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 15.29% | 78.75%-63.5pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $20,354 | $8,237+147.1% | $7,906+157.4% | $6,396+218.2% |
| Admin fee / account holder | $7,121 | $14,976-52.5% | $13,708-48.1% | $12,562-43.3% |