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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 | $154,097 | $134,817+14.3% | $123,973+24.3% | $155,188-0.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.63% | 515.49%-501.9pp | 388.13%-374.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $769 | $4,425-82.6% | $4,126-81.4% | $4,248-81.9% |
| Participant deferral / active EE | $5,137 | $5,706-10.0% | $5,247-2.1% | $6,531-21.3% |
| Admin fee / account holder | $944 | $13,245-92.9% | $11,799-92.0% | $14,480-93.5% |