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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 | $248,400 | $160,028+55.2% | $147,080+68.9% | $145,884+70.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.78% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $534 | $5,286-89.9% | $4,933-89.2% | $4,662-88.5% |
| Participant deferral / active EE | $7,434 | $8,422-11.7% | $8,066-7.8% | $6,690+11.1% |
| Admin fee / account holder | $1,872 | $15,030-87.5% | $12,989-85.6% | $13,392-86.0% |