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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 | $71,707 | $154,228-53.5% | $145,433-50.7% | $137,256-47.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 14.19% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $780 | $4,804-83.8% | $4,554-82.9% | $4,156-81.2% |
| Participant deferral / active EE | $15,747 | $8,216+91.6% | $7,897+99.4% | $6,407+145.8% |
| Admin fee / account holder | $18,433 | $14,344+28.5% | $13,129+40.4% | $12,270+50.2% |