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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 | $225,379 | $157,276+43.3% | $141,177+59.6% | $152,885+47.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 19.44% | 64.33%-44.9pp | 71.40%-52.0pp | 345.39%-325.9pp |
| Employer contribution / active EE | -$1,909 | $5,262-136.3% | $4,736-140.3% | $4,763-140.1% |
| Participant deferral / active EE | $14,512 | $7,110+104.1% | $6,710+116.3% | $5,851+148.0% |
| Admin fee / account holder | $25,379 | $12,123+109.4% | $10,263+147.3% | $11,598+118.8% |