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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 | $162,317 | $165,351-1.8% | $149,710+8.4% | $158,931+2.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 24.51% | 348.19%-323.7pp | 276.63%-252.1pp | 302.86%-278.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,843 | $7,181-60.4% | $6,842-58.5% | $5,982-52.5% |
| Admin fee / account holder | $16,720 | $10,807+54.7% | $9,309+79.6% | $11,247+48.7% |