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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 | $189,964 | $102,938+84.5% | $94,105+101.9% | $138,895+36.8% |
| Participation rate | 72.7% | 74.6%-1.9pp | 71.9%+0.8pp | 79.9%-7.2pp |
| Annual return | 16.23% | 250.28%-234.1pp | 204.55%-188.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,177 | $4,196+190.2% | $3,881+213.8% | $6,396+90.4% |
| Admin fee / account holder | $9,067 | $6,600+37.4% | $6,199+46.3% | $12,562-27.8% |