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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 | $217,549 | $157,276+38.3% | $141,177+54.1% | $152,885+42.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 21.20% | 64.33%-43.1pp | 71.40%-50.2pp | 345.39%-324.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,085 | $7,110+55.9% | $6,710+65.2% | $5,851+89.5% |
| Admin fee / account holder | $32,983 | $12,123+172.1% | $10,263+221.4% | $11,598+184.4% |