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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 | $200,881 | $212,386-5.4% | $199,883+0.5% | $138,895+44.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 30.89% | 47.75%-16.9pp | 43.81%-12.9pp | 145.39%-114.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $100,250 | $9,617+942.4% | $9,138+997.0% | $6,396+1467.3% |
| Admin fee / account holder | $773 | $18,233-95.8% | $17,268-95.5% | $12,562-93.9% |