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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 | $226,914 | $111,535+103.4% | $105,223+115.6% | $137,256+65.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 15.85% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $532 | $3,939-86.5% | $3,689-85.6% | $4,156-87.2% |
| Participant deferral / active EE | $1,808 | $5,500-67.1% | $5,072-64.4% | $6,407-71.8% |
| Admin fee / account holder | $19,712 | $9,721+102.8% | $8,859+122.5% | $12,270+60.7% |