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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 | $159,744 | $162,136-1.5% | $152,301+4.9% | $154,746+3.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 12.71% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,826 | $8,341-42.1% | $8,004-39.7% | $6,730-28.3% |
| Admin fee / account holder | $10,331 | $15,759-34.4% | $14,398-28.2% | $14,365-28.1% |