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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 | $53,876 | $196,972-72.6% | $182,262-70.4% | $198,609-72.9% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 14.42% | 158.27%-143.9pp | 140.60%-126.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,131 | $5,364-78.9% | $5,046-77.6% | $5,055-77.6% |
| Participant deferral / active EE | $7,554 | $8,643-12.6% | $8,276-8.7% | $6,977+8.3% |
| Admin fee / account holder | $26,215 | $18,429+42.3% | $16,712+56.9% | $19,030+37.8% |