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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 | $233,372 | $162,136+43.9% | $152,301+53.2% | $154,746+50.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 17.79% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $681 | $4,890-86.1% | $4,624-85.3% | $4,379-84.4% |
| Participant deferral / active EE | $6,321 | $8,341-24.2% | $8,004-21.0% | $6,730-6.1% |
| Admin fee / account holder | $19,529 | $15,759+23.9% | $14,398+35.6% | $14,365+35.9% |