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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 | $211,174 | $185,312+14.0% | $161,489+30.8% | $154,746+36.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 13.25% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $331 | $4,769-93.1% | $4,268-92.2% | $4,379-92.4% |
| Participant deferral / active EE | $2,770 | $6,350-56.4% | $5,630-50.8% | $6,730-58.8% |
| Admin fee / account holder | $3,458 | $18,654-81.5% | $16,006-78.4% | $14,365-75.9% |