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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 | $114,119+47.6% | $107,187+57.2% | $138,895+21.3% |
| Participation rate | 77.3% | 78.1%-0.8pp | 75.0%+2.3pp | 79.9%-2.6pp |
| Annual return | 13.87% | 273.21%-259.3pp | 204.55%-190.7pp | 145.39%-131.5pp |
| Employer contribution / active EE | $681 | $4,059-83.2% | $3,782-82.0% | $4,194-83.8% |
| Participant deferral / active EE | $7,023 | $5,538+26.8% | $5,096+37.8% | $6,396+9.8% |
| Admin fee / account holder | $17,040 | $10,024+70.0% | $9,162+86.0% | $12,562+35.6% |