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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 | $70,821 | $217,432-67.4% | $185,851-61.9% | $167,553-57.7% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 9.19% | 148.43%-139.2pp | 122.11%-112.9pp | 478.89%-469.7pp |
| Employer contribution / active EE | $611 | $5,874-89.6% | $5,168-88.2% | $4,840-87.4% |
| Participant deferral / active EE | $8,331 | $6,357+31.0% | $5,569+49.6% | $6,343+31.3% |
| Admin fee / account holder | $3,088 | $19,820-84.4% | $16,245-81.0% | $12,316-74.9% |