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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 | $127,134 | $144,130-11.8% | $117,860+7.9% | $147,585-13.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 13.09% | 531.20%-518.1pp | 335.10%-322.0pp | 578.58%-565.5pp |
| Employer contribution / active EE | $825 | $4,897-83.2% | $3,786-78.2% | $4,876-83.1% |
| Participant deferral / active EE | $8,390 | $5,316+57.8% | $4,482+87.2% | $5,439+54.3% |
| Admin fee / account holder | $772 | $10,887-92.9% | $8,021-90.4% | $10,886-92.9% |