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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 | $168,182 | $154,228+9.0% | $145,433+15.6% | $137,256+22.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.69% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $295 | $4,804-93.9% | $4,554-93.5% | $4,156-92.9% |
| Participant deferral / active EE | $23,737 | $8,216+188.9% | $7,897+200.6% | $6,407+270.5% |
| Admin fee / account holder | $19,466 | $14,344+35.7% | $13,129+48.3% | $12,270+58.6% |