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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 | $196,259 | $160,028+22.6% | $147,080+33.4% | $145,884+34.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 29.84% | 98.60%-68.8pp | 420.17%-390.3pp | 551.85%-522.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,738 | $8,422-8.1% | $8,066-4.1% | $6,690+15.7% |
| Admin fee / account holder | $468 | $15,030-96.9% | $12,989-96.4% | $13,392-96.5% |