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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 | $167,076 | $154,228+8.3% | $145,433+14.9% | $137,256+21.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.10% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $696 | $4,804-85.5% | $4,554-84.7% | $4,156-83.3% |
| Participant deferral / active EE | $17,042 | $8,216+107.4% | $7,897+115.8% | $6,407+166.0% |
| Admin fee / account holder | $2,973 | $14,344-79.3% | $13,129-77.4% | $12,270-75.8% |