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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 | $247,811 | $114,119+117.2% | $107,187+131.2% | $138,895+78.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 23.26% | 273.21%-249.9pp | 204.55%-181.3pp | 145.39%-122.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,295 | $5,538+67.8% | $5,096+82.4% | $6,396+45.3% |
| Admin fee / account holder | $3,855 | $10,024-61.5% | $9,162-57.9% | $12,562-69.3% |