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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 | $219,090 | $201,344+8.8% | $184,243+18.9% | $145,877+50.2% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.5pp |
| Annual return | 13.45% | 29.01%-15.6pp | 28.82%-15.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,967 | $9,807-49.4% | $9,132-45.6% | $6,691-25.8% |
| Admin fee / account holder | $22,137 | $16,382+35.1% | $13,914+59.1% | $13,402+65.2% |