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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 | $137,073 | $217,432-37.0% | $185,849-26.2% | $167,536-18.2% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 10.90% | 148.42%-137.5pp | 122.10%-111.2pp | 478.82%-467.9pp |
| Employer contribution / active EE | $632 | $5,875-89.2% | $5,169-87.8% | $4,839-86.9% |
| Participant deferral / active EE | $6,201 | $6,357-2.5% | $5,569+11.3% | $6,342-2.2% |
| Admin fee / account holder | $573 | $19,818-97.1% | $16,244-96.5% | $12,315-95.3% |