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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 | $211,154 | $175,212+20.5% | $149,682+41.1% | $139,427+51.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.00% | 166.63%-149.6pp | 134.35%-117.4pp | 373.27%-356.3pp |
| Employer contribution / active EE | $1,078 | $5,475-80.3% | $4,818-77.6% | $4,752-77.3% |
| Participant deferral / active EE | $5,330 | $6,520-18.2% | $5,681-6.2% | $6,711-20.6% |
| Admin fee / account holder | $5,434 | $16,150-66.4% | $13,210-58.9% | $11,404-52.3% |