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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 | $156,647 | $129,737+20.7% | $119,126+31.5% | $154,746+1.2% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 12.27% | 379.08%-366.8pp | 282.11%-269.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $810 | $4,375-81.5% | $4,034-79.9% | $4,379-81.5% |
| Participant deferral / active EE | $5,360 | $5,842-8.2% | $5,318+0.8% | $6,730-20.4% |
| Admin fee / account holder | $346,372 | $11,961+2795.9% | $10,693+3139.2% | $14,365+2311.2% |