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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 | $248,571 | $157,296+58.0% | $141,191+76.1% | $152,897+62.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 21.97% | 64.34%-42.4pp | 71.41%-49.4pp | 345.43%-323.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,285 | $7,111+100.9% | $6,710+112.9% | $5,851+144.1% |
| Admin fee / account holder | $2,251 | $12,125-81.4% | $10,264-78.1% | $11,599-80.6% |