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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 | $215,960 | $171,492+25.9% | $150,734+43.3% | $198,609+8.7% |
| Participation rate | 86.4% | 81.4%+4.9pp | 78.4%+7.9pp | 82.4%+4.0pp |
| Annual return | 13.82% | 804.70%-790.9pp | 600.81%-587.0pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,202 | $5,470-78.0% | $4,918-75.6% | $5,055-76.2% |
| Participant deferral / active EE | $8,483 | $6,259+35.5% | $5,610+51.2% | $6,977+21.6% |
| Admin fee / account holder | $4,744 | $17,628-73.1% | $14,905-68.2% | $19,030-75.1% |