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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 | $161,341 | $157,304+2.6% | $141,197+14.3% | $152,909+5.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 29.96% | 64.34%-34.4pp | 71.41%-41.4pp | 345.46%-315.5pp |
| Employer contribution / active EE | $766 | $5,263-85.5% | $4,736-83.8% | $4,764-83.9% |
| Participant deferral / active EE | $4,056 | $7,111-43.0% | $6,710-39.6% | $5,851-30.7% |
| Admin fee / account holder | $669 | $12,126-94.5% | $10,265-93.5% | $11,601-94.2% |