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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 | $75,200 | $154,228-51.2% | $145,433-48.3% | $137,256-45.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.67% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $418 | $4,804-91.3% | $4,554-90.8% | $4,156-89.9% |
| Participant deferral / active EE | $9,308 | $8,216+13.3% | $7,897+17.9% | $6,407+45.3% |
| Admin fee / account holder | $15,273 | $14,344+6.5% | $13,129+16.3% | $12,270+24.5% |