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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 | $203,325 | $165,381+22.9% | $149,730+35.8% | $158,966+27.9% |
| Participation rate | 72.2% | 84.6%-12.4pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 17.02% | 348.29%-331.3pp | 276.70%-259.7pp | 302.95%-285.9pp |
| Employer contribution / active EE | $525 | $5,104-89.7% | $4,645-88.7% | $4,762-89.0% |
| Participant deferral / active EE | $5,320 | $7,182-25.9% | $6,843-22.3% | $5,983-11.1% |
| Admin fee / account holder | $432 | $10,809-96.0% | $9,310-95.4% | $11,250-96.2% |