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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 | $229,596 | $156,398+46.8% | $147,318+55.9% | $138,895+65.3% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 18.11% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $778 | $4,853-84.0% | $4,593-83.1% | $4,194-81.5% |
| Participant deferral / active EE | $7,492 | $8,237-9.0% | $7,906-5.2% | $6,396+17.1% |
| Admin fee / account holder | $11,821 | $14,976-21.1% | $13,708-13.8% | $12,562-5.9% |