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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 | $177,962 | $155,555+14.4% | $146,866+21.2% | $155,188+14.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.63% | 115.41%-100.8pp | 102.85%-88.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $472 | $4,647-89.8% | $4,425-89.3% | $4,248-88.9% |
| Participant deferral / active EE | $7,184 | $8,044-10.7% | $7,759-7.4% | $6,531+10.0% |
| Admin fee / account holder | $1,357 | $14,755-90.8% | $13,620-90.0% | $14,480-90.6% |