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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 | $193,190 | $176,120+9.7% | $159,487+21.1% | $167,553+15.3% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 23.14% | 331.95%-308.8pp | 263.71%-240.6pp | 478.89%-455.8pp |
| Employer contribution / active EE | $197 | $5,299-96.3% | $4,831-95.9% | $4,840-95.9% |
| Participant deferral / active EE | $9,788 | $7,752+26.3% | $7,354+33.1% | $6,343+54.3% |
| Admin fee / account holder | $21,034 | $12,561+67.5% | $10,804+94.7% | $12,316+70.8% |