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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 | $241,197 | $172,111+40.1% | $150,298+60.5% | $137,256+75.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 12.18% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $658 | $4,636-85.8% | $4,154-84.2% | $4,156-84.2% |
| Participant deferral / active EE | $1,984 | $6,166-67.8% | $5,453-63.6% | $6,407-69.0% |
| Admin fee / account holder | $34,873 | $16,471+111.7% | $14,116+147.0% | $12,270+184.2% |