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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 | $124,013 | $112,915+9.8% | $90,965+36.3% | $158,950-22.0% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 24.58% | 215.75%-191.2pp | 134.57%-110.0pp | 302.91%-278.3pp |
| Employer contribution / active EE | $290 | $2,894-90.0% | $2,122-86.3% | $4,762-93.9% |
| Participant deferral / active EE | $2,107 | $4,128-49.0% | $3,373-37.5% | $5,983-64.8% |
| Admin fee / account holder | $579 | $8,044-92.8% | $5,960-90.3% | $11,248-94.9% |