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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 | $142,911 | $134,817+6.0% | $123,973+15.3% | $155,188-7.9% |
| Participation rate | 90.5% | 79.4%+11.1pp | 76.7%+13.8pp | 80.8%+9.7pp |
| Annual return | 17.45% | 515.49%-498.0pp | 388.13%-370.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $530 | $4,425-88.0% | $4,126-87.2% | $4,248-87.5% |
| Participant deferral / active EE | $2,482 | $5,706-56.5% | $5,247-52.7% | $6,531-62.0% |
| Admin fee / account holder | $2,161 | $13,245-83.7% | $11,799-81.7% | $14,480-85.1% |