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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 | $221,596 | $157,304+40.9% | $141,197+56.9% | $152,909+44.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 22.98% | 64.34%-41.4pp | 71.41%-48.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,695 | $7,111+78.5% | $6,710+89.2% | $5,851+117.0% |
| Admin fee / account holder | $1,112 | $12,126-90.8% | $10,265-89.2% | $11,601-90.4% |