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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 | $237,775 | $172,111+38.2% | $150,298+58.2% | $137,256+73.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.36% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $821 | $4,636-82.3% | $4,154-80.2% | $4,156-80.2% |
| Participant deferral / active EE | $26,000 | $6,166+321.7% | $5,453+376.8% | $6,407+305.8% |
| Admin fee / account holder | $16,209 | $16,471-1.6% | $14,116+14.8% | $12,270+32.1% |