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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 | $204,576 | $157,296+30.1% | $141,191+44.9% | $152,897+33.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 17.15% | 64.34%-47.2pp | 71.41%-54.3pp | 345.43%-328.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,988 | $7,111+40.5% | $6,710+48.9% | $5,851+70.7% |
| Admin fee / account holder | $20,402 | $12,125+68.3% | $10,264+98.8% | $11,599+75.9% |