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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 | $156,398-4.6% | $147,318+1.3% | $138,895+7.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 13.87% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.5pp |
| Employer contribution / active EE | $608 | $4,853-87.5% | $4,593-86.8% | $4,194-85.5% |
| Participant deferral / active EE | $9,297 | $8,237+12.9% | $7,906+17.6% | $6,396+45.4% |
| Admin fee / account holder | $1,420 | $14,976-90.5% | $13,708-89.6% | $12,562-88.7% |