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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 | $133,161 | $103,000+29.3% | $90,300+47.5% | $152,885-12.9% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.5%-5.5pp |
| Annual return | 19.70% | 95.19%-75.5pp | 78.11%-58.4pp | 345.39%-325.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,478 | $4,281+28.0% | $3,884+41.0% | $5,851-6.4% |
| Admin fee / account holder | $5,373 | $6,173-13.0% | $5,353+0.4% | $11,598-53.7% |