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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 | $156,398-18.4% | $147,318-13.3% | $138,895-8.1% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.6pp | 79.9%+6.7pp |
| Annual return | 16.39% | 78.75%-62.4pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,085 | $8,237+119.5% | $7,906+128.7% | $6,396+182.7% |
| Admin fee / account holder | $11,624 | $14,976-22.4% | $13,708-15.2% | $12,562-7.5% |