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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 | $226,765 | $156,398+45.0% | $147,318+53.9% | $138,895+63.3% |
| Participation rate | 76.9% | 83.8%-6.8pp | 82.1%-5.1pp | 79.9%-3.0pp |
| Annual return | 14.68% | 78.75%-64.1pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,200 | $8,237+48.1% | $7,906+54.3% | $6,396+90.7% |
| Admin fee / account holder | $3,889 | $14,976-74.0% | $13,708-71.6% | $12,562-69.0% |