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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 | $154,228+51.3% | $145,433+60.5% | $137,256+70.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.79% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $681 | $4,804-85.8% | $4,554-85.0% | $4,156-83.6% |
| Participant deferral / active EE | $6,321 | $8,216-23.1% | $7,897-20.0% | $6,407-1.3% |
| Admin fee / account holder | $19,529 | $14,344+36.1% | $13,129+48.7% | $12,270+59.2% |