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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 | $144,815 | $156,398-7.4% | $147,318-1.7% | $138,895+4.3% |
| Participation rate | 95.8% | 83.8%+12.1pp | 82.1%+13.8pp | 79.9%+15.9pp |
| Annual return | 13.07% | 78.75%-65.7pp | 70.43%-57.4pp | 145.39%-132.3pp |
| Employer contribution / active EE | $817 | $4,853-83.2% | $4,593-82.2% | $4,194-80.5% |
| Participant deferral / active EE | $10,903 | $8,237+32.4% | $7,906+37.9% | $6,396+70.5% |
| Admin fee / account holder | $7,521 | $14,976-49.8% | $13,708-45.1% | $12,562-40.1% |