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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 | $177,938 | $174,379+2.0% | $152,093+17.0% | $138,895+28.1% |
| Participation rate | 84.6% | 81.6%+3.0pp | 77.8%+6.8pp | 79.9%+4.7pp |
| Annual return | 13.25% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $727 | $4,652-84.4% | $4,175-82.6% | $4,194-82.7% |
| Participant deferral / active EE | $6,708 | $6,159+8.9% | $5,451+23.0% | $6,396+4.9% |
| Admin fee / account holder | $3,282 | $16,880-80.6% | $14,497-77.4% | $12,562-73.9% |