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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 | $81,286 | $148,629-45.3% | $135,982-40.2% | $139,487-41.7% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 13.54% | 79.33%-65.8pp | 68.32%-54.8pp | 373.84%-360.3pp |
| Employer contribution / active EE | $849 | $5,247-83.8% | $4,859-82.5% | $4,755-82.1% |
| Participant deferral / active EE | $16,740 | $8,102+106.6% | $7,760+115.7% | $6,713+149.4% |
| Admin fee / account holder | $13,839 | $12,406+11.5% | $10,767+28.5% | $11,407+21.3% |