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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 | $223,148 | $174,379+28.0% | $152,093+46.7% | $138,895+60.7% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 14.42% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,169 | $6,159+16.4% | $5,451+31.5% | $6,396+12.1% |
| Admin fee / account holder | $27,549 | $16,880+63.2% | $14,497+90.0% | $12,562+119.3% |