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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 | $177,860 | $114,119+55.9% | $107,187+65.9% | $138,895+28.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 19.22% | 273.21%-254.0pp | 204.55%-185.3pp | 145.39%-126.2pp |
| Employer contribution / active EE | $819 | $4,059-79.8% | $3,782-78.3% | $4,194-80.5% |
| Participant deferral / active EE | $3,620 | $5,538-34.6% | $5,096-29.0% | $6,396-43.4% |
| Admin fee / account holder | $5,644 | $10,024-43.7% | $9,162-38.4% | $12,562-55.1% |