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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 | $126,031 | $89,370+41.0% | $141,197-10.7% | $72,976+72.7% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 19.82% | 111.88%-92.1pp | 71.41%-51.6pp | 81.02%-61.2pp |
| Employer contribution / active EE | $271 | $3,115-91.3% | $4,736-94.3% | $2,440-88.9% |
| Participant deferral / active EE | $6,072 | $5,419+12.1% | $6,710-9.5% | $3,608+68.3% |
| Admin fee / account holder | $2,419 | $5,957-59.4% | $10,265-76.4% | $5,124-52.8% |