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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 | $179,400 | $138,072+29.9% | $123,549+45.2% | $135,382+32.5% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | 11.48% | 153.69%-142.2pp | 119.20%-107.7pp | 519.77%-508.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,137 | $6,799-39.2% | $6,426-35.6% | $5,609-26.2% |
| Admin fee / account holder | $7,331 | $10,917-32.8% | $9,284-21.0% | $10,829-32.3% |