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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 | $209,336-0.3% | $197,124+5.8% | $137,256+52.0% |
| Participation rate | 82.6% | 87.3%-4.7pp | 86.7%-4.1pp | 80.0%+2.6pp |
| Annual return | 14.30% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,470 | $9,614+60.9% | $9,135+69.4% | $6,407+141.5% |
| Admin fee / account holder | $622 | $17,308-96.4% | $16,298-96.2% | $12,270-94.9% |