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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 | $57,286 | $227,291-74.8% | $214,702-73.3% | $155,188-63.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 11.41% | 60.08%-48.7pp | 54.55%-43.1pp | 148.84%-137.4pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,680 | $9,582+53.2% | $9,147+60.5% | $6,531+124.8% |
| Admin fee / account holder | $25,716 | $20,413+26.0% | $19,830+29.7% | $14,480+77.6% |