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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 | $148,694 | $227,291-34.6% | $214,702-30.7% | $155,188-4.2% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 14.31% | 60.08%-45.8pp | 54.55%-40.2pp | 148.84%-134.5pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,794 | $9,582+44.0% | $9,147+50.8% | $6,531+111.2% |
| Admin fee / account holder | $13,403 | $20,413-34.3% | $19,830-32.4% | $14,480-7.4% |