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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 | $179,676 | $156,398+14.9% | $147,318+22.0% | $138,895+29.4% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 14.22% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,847 | $8,237+92.4% | $7,906+100.4% | $6,396+147.7% |
| Admin fee / account holder | $587 | $14,976-96.1% | $13,708-95.7% | $12,562-95.3% |