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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 | $162,136-10.7% | $152,301-4.9% | $154,746-6.4% |
| Participation rate | 95.8% | 84.1%+11.7pp | 82.4%+13.4pp | 80.7%+15.1pp |
| Annual return | 13.07% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $817 | $4,890-83.3% | $4,624-82.3% | $4,379-81.3% |
| Participant deferral / active EE | $10,903 | $8,341+30.7% | $8,004+36.2% | $6,730+62.0% |
| Admin fee / account holder | $7,521 | $15,759-52.3% | $14,398-47.8% | $14,365-47.6% |