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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 | $84,410 | $198,462-57.5% | $170,439-50.5% | $147,585-42.8% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 14.90% | 257.30%-242.4pp | 205.94%-191.0pp | 578.58%-563.7pp |
| Employer contribution / active EE | $191 | $6,184-96.9% | $5,433-96.5% | $4,876-96.1% |
| Participant deferral / active EE | $4,981 | $5,629-11.5% | $4,939+0.8% | $5,439-8.4% |
| Admin fee / account holder | $1,097 | $16,852-93.5% | $13,881-92.1% | $10,886-89.9% |