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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 | $194,511 | $209,425-7.1% | $178,499+9.0% | $158,966+22.4% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 19.36% | 188.80%-169.4pp | 151.10%-131.7pp | 302.95%-283.6pp |
| Employer contribution / active EE | $1,013 | $5,707-82.2% | $5,011-79.8% | $4,762-78.7% |
| Participant deferral / active EE | $3,045 | $5,955-48.9% | $5,202-41.5% | $5,983-49.1% |
| Admin fee / account holder | $5,317 | $17,078-68.9% | $13,986-62.0% | $11,250-52.7% |