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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 | $168,456 | $111,535+51.0% | $105,223+60.1% | $137,256+22.7% |
| Participation rate | 77.3% | 78.1%-0.8pp | 75.0%+2.2pp | 80.0%-2.7pp |
| Annual return | 13.87% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $681 | $3,939-82.7% | $3,689-81.5% | $4,156-83.6% |
| Participant deferral / active EE | $7,023 | $5,500+27.7% | $5,072+38.5% | $6,407+9.6% |
| Admin fee / account holder | $17,040 | $9,721+75.3% | $8,859+92.4% | $12,270+38.9% |