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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 | $229,440 | $156,398+46.7% | $147,318+55.7% | $138,895+65.2% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 79.9%+11.4pp |
| Annual return | 15.73% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,461 | $8,237+14.9% | $7,906+19.7% | $6,396+47.9% |
| Admin fee / account holder | $22,709 | $14,976+51.6% | $13,708+65.7% | $12,562+80.8% |