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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 | $149,207 | $196,972-24.2% | $182,262-18.1% | $198,609-24.9% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 13.87% | 158.27%-144.4pp | 140.60%-126.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $608 | $5,364-88.7% | $5,046-88.0% | $5,055-88.0% |
| Participant deferral / active EE | $9,297 | $8,643+7.6% | $8,276+12.3% | $6,977+33.3% |
| Admin fee / account holder | $1,420 | $18,429-92.3% | $16,712-91.5% | $19,030-92.5% |