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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 | $155,558 | $197,603-21.3% | $177,827-12.5% | $158,950-2.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 77.35% | 58.76%+18.6pp | 48.32%+29.0pp | 302.91%-225.6pp |
| Employer contribution / active EE | $187 | $6,698-97.2% | $5,918-96.8% | $4,762-96.1% |
| Participant deferral / active EE | $13,694 | $8,404+62.9% | $7,713+77.5% | $5,983+128.9% |
| Admin fee / account holder | $1,088 | $15,402-92.9% | $12,429-91.2% | $11,248-90.3% |