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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 | $229,521 | $198,457+15.7% | $170,435+34.7% | $147,586+55.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 15.48% | 257.30%-241.8pp | 205.94%-190.5pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,252 | $6,183-79.7% | $5,432-76.9% | $4,876-74.3% |
| Participant deferral / active EE | $6,375 | $5,629+13.2% | $4,939+29.1% | $5,439+17.2% |
| Admin fee / account holder | $22,920 | $16,852+36.0% | $13,881+65.1% | $10,886+110.6% |