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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 | $210,129 | $217,432-3.4% | $185,851+13.1% | $167,553+25.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.10% | 148.43%-134.3pp | 122.11%-108.0pp | 478.89%-464.8pp |
| Employer contribution / active EE | $1,022 | $5,874-82.6% | $5,168-80.2% | $4,840-78.9% |
| Participant deferral / active EE | $8,833 | $6,357+39.0% | $5,569+58.6% | $6,343+39.3% |
| Admin fee / account holder | $4,279 | $19,820-78.4% | $16,245-73.7% | $12,316-65.3% |