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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 | $241,468 | $227,399+6.2% | $189,758+27.3% | $198,609+21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.01% | 61.03%-44.0pp | 52.62%-35.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,485 | $5,526-73.1% | $4,767-68.8% | $5,055-70.6% |
| Participant deferral / active EE | $4,634 | $6,837-32.2% | $5,856-20.9% | $6,977-33.6% |
| Admin fee / account holder | $6,238 | $25,162-75.2% | $20,388-69.4% | $19,030-67.2% |