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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 | $95,204 | $176,105-45.9% | $159,474-40.3% | $167,536-43.2% |
| Participation rate | 84.2% | 85.0%-0.7pp | 82.8%+1.4pp | 82.1%+2.1pp |
| Annual return | 12.49% | 331.91%-319.4pp | 263.68%-251.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,955 | $7,751-23.2% | $7,353-19.0% | $6,342-6.1% |
| Admin fee / account holder | $463 | $12,559-96.3% | $10,802-95.7% | $12,315-96.2% |