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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 | $149,444 | $156,398-4.4% | $147,318+1.4% | $138,895+7.6% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.8pp | 79.9%-1.7pp |
| Annual return | 15.07% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,590 | $8,237+40.7% | $7,906+46.6% | $6,396+81.2% |
| Admin fee / account holder | $688 | $14,976-95.4% | $13,708-95.0% | $12,562-94.5% |