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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 | $148,239 | $227,291-34.8% | $214,702-31.0% | $155,188-4.5% |
| Participation rate | 90.5% | 88.0%+2.5pp | 87.5%+3.0pp | 80.8%+9.7pp |
| Annual return | 84.22% | 60.08%+24.1pp | 54.55%+29.7pp | 148.84%-64.6pp |
| Employer contribution / active EE | $1,359 | $6,772-79.9% | $6,461-79.0% | $4,248-68.0% |
| Participant deferral / active EE | $21,392 | $9,582+123.3% | $9,147+133.9% | $6,531+227.5% |
| Admin fee / account holder | $8,371 | $20,413-59.0% | $19,830-57.8% | $14,480-42.2% |