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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 | $192,934 | $114,119+69.1% | $107,187+80.0% | $138,895+38.9% |
| Participation rate | 94.7% | 78.1%+16.7pp | 75.0%+19.7pp | 79.9%+14.8pp |
| Annual return | 17.52% | 273.21%-255.7pp | 204.55%-187.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $809 | $4,059-80.1% | $3,782-78.6% | $4,194-80.7% |
| Participant deferral / active EE | $3,191 | $5,538-42.4% | $5,096-37.4% | $6,396-50.1% |
| Admin fee / account holder | $954 | $10,024-90.5% | $9,162-89.6% | $12,562-92.4% |