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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 | $70,229 | $162,136-56.7% | $152,301-53.9% | $154,746-54.6% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 16.27% | 91.02%-74.8pp | 80.50%-64.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $843 | $4,890-82.8% | $4,624-81.8% | $4,379-80.8% |
| Participant deferral / active EE | $12,480 | $8,341+49.6% | $8,004+55.9% | $6,730+85.4% |
| Admin fee / account holder | $651 | $15,759-95.9% | $14,398-95.5% | $14,365-95.5% |