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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 | $238,520 | $196,972+21.1% | $182,262+30.9% | $198,609+20.1% |
| Participation rate | 92.9% | 85.7%+7.2pp | 84.2%+8.6pp | 82.4%+10.5pp |
| Annual return | 11.98% | 158.27%-146.3pp | 140.60%-128.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $867 | $5,364-83.8% | $5,046-82.8% | $5,055-82.9% |
| Participant deferral / active EE | $5,972 | $8,643-30.9% | $8,276-27.8% | $6,977-14.4% |
| Admin fee / account holder | $8,274 | $18,429-55.1% | $16,712-50.5% | $19,030-56.5% |