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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 | $169,490 | $154,193+9.9% | $130,045+30.3% | $139,466+21.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.38% | 32.51%-12.1pp | -137.30%+157.7pp | 373.66%-353.3pp |
| Employer contribution / active EE | $922 | $5,292-82.6% | $4,321-78.7% | $4,754-80.6% |
| Participant deferral / active EE | $3,134 | $6,709-53.3% | $5,820-46.1% | $6,712-53.3% |
| Admin fee / account holder | $7,958 | $13,989-43.1% | $10,600-24.9% | $11,409-30.2% |