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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 | $172,649 | $162,136+6.5% | $152,301+13.4% | $154,746+11.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 13.57% | 91.02%-77.5pp | 80.50%-66.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,255 | $8,341+70.9% | $8,004+78.1% | $6,730+111.8% |
| Admin fee / account holder | $1,595 | $15,759-89.9% | $14,398-88.9% | $14,365-88.9% |