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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 | $212,836 | $166,242+28.0% | $165,071+28.9% | $145,884+45.9% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%-0.1pp | 80.3%-1.7pp |
| Annual return | 13.46% | 100.44%-87.0pp | 70.17%-56.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,694 | $6,964+39.2% | $6,035+60.6% | $6,690+44.9% |
| Admin fee / account holder | $678 | $16,658-95.9% | $12,695-94.7% | $13,392-94.9% |