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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 | $200,562 | $157,304+27.5% | $141,197+42.0% | $152,909+31.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 24.02% | 64.34%-40.3pp | 71.41%-47.4pp | 345.46%-321.4pp |
| Employer contribution / active EE | $856 | $5,263-83.7% | $4,736-81.9% | $4,764-82.0% |
| Participant deferral / active EE | $8,391 | $7,111+18.0% | $6,710+25.1% | $5,851+43.4% |
| Admin fee / account holder | $2,125 | $12,126-82.5% | $10,265-79.3% | $11,601-81.7% |