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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 | $208,618 | $223,823-6.8% | $211,142-1.2% | $154,746+34.8% |
| Participation rate | 82.6% | 87.9%-5.2pp | 87.3%-4.7pp | 80.7%+1.9pp |
| Annual return | 14.30% | 50.39%-36.1pp | 46.84%-32.5pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,470 | $9,750+58.7% | $9,284+66.6% | $6,730+129.9% |
| Admin fee / account holder | $622 | $19,707-96.8% | $19,076-96.7% | $14,365-95.7% |