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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 | $166,697 | $175,231-4.9% | $149,696+11.4% | $139,466+19.5% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 21.03% | 166.77%-145.7pp | 134.46%-113.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $949 | $5,478-82.7% | $4,821-80.3% | $4,754-80.0% |
| Participant deferral / active EE | $6,573 | $6,521+0.8% | $5,682+15.7% | $6,712-2.1% |
| Admin fee / account holder | $952 | $16,155-94.1% | $13,212-92.8% | $11,409-91.7% |