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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 | $182,516 | $156,398+16.7% | $147,318+23.9% | $138,895+31.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 12.53% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,773 | $8,237-42.1% | $7,906-39.6% | $6,396-25.4% |
| Admin fee / account holder | $13,910 | $14,976-7.1% | $13,708+1.5% | $12,562+10.7% |