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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 | $205,483 | $157,276+30.7% | $141,177+45.6% | $152,885+34.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 32.61% | 64.33%-31.7pp | 71.40%-38.8pp | 345.39%-312.8pp |
| Employer contribution / active EE | $799 | $5,262-84.8% | $4,736-83.1% | $4,763-83.2% |
| Participant deferral / active EE | $19,764 | $7,110+178.0% | $6,710+194.6% | $5,851+237.8% |
| Admin fee / account holder | $12,194 | $12,123+0.6% | $10,263+18.8% | $11,598+5.1% |