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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 | $191,512 | $160,028+19.7% | $147,080+30.2% | $145,884+31.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.99% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $413 | $5,286-92.2% | $4,933-91.6% | $4,662-91.1% |
| Participant deferral / active EE | $7,013 | $8,422-16.7% | $8,066-13.1% | $6,690+4.8% |
| Admin fee / account holder | $1,785 | $15,030-88.1% | $12,989-86.3% | $13,392-86.7% |