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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 | $208,664 | $162,136+28.7% | $152,301+37.0% | $154,746+34.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 13.06% | 91.02%-78.0pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $906 | $4,890-81.5% | $4,624-80.4% | $4,379-79.3% |
| Participant deferral / active EE | $9,941 | $8,341+19.2% | $8,004+24.2% | $6,730+47.7% |
| Admin fee / account holder | $20,084 | $15,759+27.4% | $14,398+39.5% | $14,365+39.8% |