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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 | $198,429 | $132,099+50.2% | $115,599+71.7% | $138,895+42.9% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.3%+12.4pp | 79.9%+6.7pp |
| Annual return | 13.63% | 176.76%-163.1pp | 111.10%-97.5pp | 145.39%-131.8pp |
| Employer contribution / active EE | $656 | $3,416-80.8% | $2,955-77.8% | $4,194-84.4% |
| Participant deferral / active EE | $11,195 | $5,617+99.3% | $4,889+129.0% | $6,396+75.0% |
| Admin fee / account holder | $1,640 | $15,650-89.5% | $12,841-87.2% | $12,562-86.9% |