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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 | $197,825 | $198,462-0.3% | $170,439+16.1% | $147,585+34.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.35% | 257.30%-244.9pp | 205.94%-193.6pp | 578.58%-566.2pp |
| Employer contribution / active EE | $1,086 | $6,184-82.4% | $5,433-80.0% | $4,876-77.7% |
| Participant deferral / active EE | $6,315 | $5,629+12.2% | $4,939+27.8% | $5,439+16.1% |
| Admin fee / account holder | $10,936 | $16,852-35.1% | $13,881-21.2% | $10,886+0.5% |