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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 | $178,635 | $157,276+13.6% | $141,177+26.5% | $152,885+16.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 17.90% | 64.33%-46.4pp | 71.40%-53.5pp | 345.39%-327.5pp |
| Employer contribution / active EE | $256 | $5,262-95.1% | $4,736-94.6% | $4,763-94.6% |
| Participant deferral / active EE | $5,322 | $7,110-25.2% | $6,710-20.7% | $5,851-9.0% |
| Admin fee / account holder | $116,436 | $12,123+860.5% | $10,263+1034.5% | $11,598+903.9% |