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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 | $163,500 | $157,304+3.9% | $141,197+15.8% | $152,909+6.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 17.19% | 64.34%-47.2pp | 71.41%-54.2pp | 345.46%-328.3pp |
| Employer contribution / active EE | $412 | $5,263-92.2% | $4,736-91.3% | $4,764-91.3% |
| Participant deferral / active EE | $6,813 | $7,111-4.2% | $6,710+1.5% | $5,851+16.4% |
| Admin fee / account holder | $2,000 | $12,126-83.5% | $10,265-80.5% | $11,601-82.8% |