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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 | $209,045 | $165,399+26.4% | $149,745+39.6% | $158,982+31.5% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 14.34% | 348.34%-334.0pp | 276.72%-262.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,397 | $7,183-10.9% | $6,843-6.5% | $5,983+6.9% |
| Admin fee / account holder | $4,098 | $10,811-62.1% | $9,312-56.0% | $11,252-63.6% |