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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 | $231,523 | $165,399+40.0% | $149,745+54.6% | $158,982+45.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.55% | 348.34%-335.8pp | 276.72%-264.2pp | 302.99%-290.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,458 | $7,183+31.7% | $6,843+38.2% | $5,983+58.1% |
| Admin fee / account holder | $2,506 | $10,811-76.8% | $9,312-73.1% | $11,252-77.7% |