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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 | $221,362 | $154,228+43.5% | $145,433+52.2% | $137,256+61.3% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 13.48% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $626 | $4,804-87.0% | $4,554-86.3% | $4,156-84.9% |
| Participant deferral / active EE | $5,050 | $8,216-38.5% | $7,897-36.1% | $6,407-21.2% |
| Admin fee / account holder | $39,614 | $14,344+176.2% | $13,129+201.7% | $12,270+222.8% |