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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 | $140,648 | $171,492-18.0% | $150,734-6.7% | $198,609-29.2% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 17.89% | 804.70%-786.8pp | 600.81%-582.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $875 | $5,470-84.0% | $4,918-82.2% | $5,055-82.7% |
| Participant deferral / active EE | $10,878 | $6,259+73.8% | $5,610+93.9% | $6,977+55.9% |
| Admin fee / account holder | $1,652 | $17,628-90.6% | $14,905-88.9% | $19,030-91.3% |