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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 | $135,220 | $209,425-35.4% | $178,499-24.2% | $158,966-14.9% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 8.06% | 188.80%-180.7pp | 151.10%-143.0pp | 302.95%-294.9pp |
| Employer contribution / active EE | $1,110 | $5,707-80.6% | $5,011-77.8% | $4,762-76.7% |
| Participant deferral / active EE | $3,813 | $5,955-36.0% | $5,202-26.7% | $5,983-36.3% |
| Admin fee / account holder | $1,996 | $17,078-88.3% | $13,986-85.7% | $11,250-82.3% |