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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 | $172,755 | $156,398+10.5% | $147,318+17.3% | $138,895+24.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 17.76% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $330 | $4,853-93.2% | $4,593-92.8% | $4,194-92.1% |
| Participant deferral / active EE | $3,618 | $8,237-56.1% | $7,906-54.2% | $6,396-43.4% |
| Admin fee / account holder | $2,104 | $14,976-86.0% | $13,708-84.7% | $12,562-83.3% |