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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 | $212,386-30.0% | $199,883-25.6% | $138,895+7.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.8%+2.1pp | 79.9%+9.0pp |
| Annual return | 14.31% | 47.75%-33.4pp | 43.81%-29.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,794 | $9,617+43.4% | $9,138+50.9% | $6,396+115.7% |
| Admin fee / account holder | $13,403 | $18,233-26.5% | $17,268-22.4% | $12,562+6.7% |