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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 | $82,386 | $196,972-58.2% | $182,262-54.8% | $198,609-58.5% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 10.11% | 158.27%-148.2pp | 140.60%-130.5pp | 202.70%-192.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,300 | $8,643-4.0% | $8,276+0.3% | $6,977+19.0% |
| Admin fee / account holder | $16,825 | $18,429-8.7% | $16,712+0.7% | $19,030-11.6% |