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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 | $150,994 | $196,972-23.3% | $182,262-17.2% | $198,609-24.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.44% | 158.27%-143.8pp | 140.60%-126.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $834 | $5,364-84.5% | $5,046-83.5% | $5,055-83.5% |
| Participant deferral / active EE | $10,820 | $8,643+25.2% | $8,276+30.7% | $6,977+55.1% |
| Admin fee / account holder | $1,474 | $18,429-92.0% | $16,712-91.2% | $19,030-92.3% |