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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 | $148,839 | $178,174-16.5% | $156,181-4.7% | $137,256+8.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 49.92% | 84.19%-34.3pp | 64.87%-15.0pp | 220.34%-170.4pp |
| Employer contribution / active EE | $526 | $4,972-89.4% | $4,294-87.7% | $4,156-87.3% |
| Participant deferral / active EE | $3,757 | $6,888-45.5% | $6,132-38.7% | $6,407-41.4% |
| Admin fee / account holder | $41,027 | $17,404+135.7% | $14,586+181.3% | $12,270+234.4% |