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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 | $237,768 | $176,120+35.0% | $159,487+49.1% | $167,553+41.9% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 16.58% | 331.95%-315.4pp | 263.71%-247.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $691 | $5,299-87.0% | $4,831-85.7% | $4,840-85.7% |
| Participant deferral / active EE | $4,215 | $7,752-45.6% | $7,354-42.7% | $6,343-33.5% |
| Admin fee / account holder | $1,062 | $12,561-91.5% | $10,804-90.2% | $12,316-91.4% |