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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 | $149,395 | $227,291-34.3% | $214,702-30.4% | $155,188-3.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 87.5%-12.5pp | 80.8%-5.8pp |
| Annual return | 15.75% | 60.08%-44.3pp | 54.55%-38.8pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $17,934 | $9,582+87.2% | $9,147+96.1% | $6,531+174.6% |
| Admin fee / account holder | $918 | $20,413-95.5% | $19,830-95.4% | $14,480-93.7% |