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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 | $192,526 | $156,398+23.1% | $147,318+30.7% | $138,895+38.6% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.1pp | 79.9%+1.0pp |
| Annual return | 13.58% | 78.75%-65.2pp | 70.43%-56.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $462 | $4,853-90.5% | $4,593-89.9% | $4,194-89.0% |
| Participant deferral / active EE | $8,939 | $8,237+8.5% | $7,906+13.1% | $6,396+39.8% |
| Admin fee / account holder | $7,954 | $14,976-46.9% | $13,708-42.0% | $12,562-36.7% |