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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 | $160,763 | $101,752+58.0% | $164,928-2.5% | $80,911+98.7% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 79.84% | 16.73%+63.1pp | 70.08%+9.8pp | 35.63%+44.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,562 | $4,477+1.9% | $6,034-24.4% | $4,297+6.2% |
| Admin fee / account holder | $11,247 | $8,218+36.9% | $12,684-11.3% | $6,935+62.2% |