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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 | $152,197 | $157,304-3.2% | $141,197+7.8% | $152,909-0.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 18.77% | 64.34%-45.6pp | 71.41%-52.6pp | 345.46%-326.7pp |
| Employer contribution / active EE | $421 | $5,263-92.0% | $4,736-91.1% | $4,764-91.2% |
| Participant deferral / active EE | $2,693 | $7,111-62.1% | $6,710-59.9% | $5,851-54.0% |
| Admin fee / account holder | $15,271 | $12,126+25.9% | $10,265+48.8% | $11,601+31.6% |