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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 | $181,515 | $154,228+17.7% | $145,433+24.8% | $137,256+32.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 19.06% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $687 | $4,804-85.7% | $4,554-84.9% | $4,156-83.5% |
| Participant deferral / active EE | $13,500 | $8,216+64.3% | $7,897+70.9% | $6,407+110.7% |
| Admin fee / account holder | $558 | $14,344-96.1% | $13,129-95.8% | $12,270-95.5% |