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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 | $235,089 | $172,111+36.6% | $150,298+56.4% | $137,256+71.3% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 23.11% | 69.37%-46.3pp | 62.79%-39.7pp | 220.34%-197.2pp |
| Employer contribution / active EE | $669 | $4,636-85.6% | $4,154-83.9% | $4,156-83.9% |
| Participant deferral / active EE | $5,986 | $6,166-2.9% | $5,453+9.8% | $6,407-6.6% |
| Admin fee / account holder | $351 | $16,471-97.9% | $14,116-97.5% | $12,270-97.1% |