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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 | $127,673 | $196,972-35.2% | $182,262-30.0% | $198,609-35.7% |
| Participation rate | 86.7% | 85.7%+1.0pp | 84.2%+2.5pp | 82.4%+4.3pp |
| Annual return | 16.39% | 158.27%-141.9pp | 140.60%-124.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $18,085 | $8,643+109.3% | $8,276+118.5% | $6,977+159.2% |
| Admin fee / account holder | $11,624 | $18,429-36.9% | $16,712-30.4% | $19,030-38.9% |