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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 | $221,756 | $176,120+25.9% | $159,487+39.0% | $167,553+32.3% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 16.71% | 331.95%-315.2pp | 263.71%-247.0pp | 478.89%-462.2pp |
| Employer contribution / active EE | $881 | $5,299-83.4% | $4,831-81.8% | $4,840-81.8% |
| Participant deferral / active EE | $3,311 | $7,752-57.3% | $7,354-55.0% | $6,343-47.8% |
| Admin fee / account holder | $993 | $12,561-92.1% | $10,804-90.8% | $12,316-91.9% |