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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 | $102,271 | $162,136-36.9% | $152,301-32.8% | $154,746-33.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 45.49% | 91.02%-45.5pp | 80.50%-35.0pp | 172.34%-126.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $24,204 | $8,341+190.2% | $8,004+202.4% | $6,730+259.6% |
| Admin fee / account holder | $13,410 | $15,759-14.9% | $14,398-6.9% | $14,365-6.6% |