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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 | $89,308 | $185,883-52.0% | $170,043-47.5% | $139,466-36.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 16.22% | 60.54%-44.3pp | 53.40%-37.2pp | 373.66%-357.4pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $18,258 | $11,626+57.1% | $10,410+75.4% | $6,712+172.0% |
| Admin fee / account holder | $904 | $15,393-94.1% | $12,824-93.0% | $11,409-92.1% |