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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 | $43,343 | $157,304-72.4% | $141,197-69.3% | $152,909-71.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 25.04% | 64.34%-39.3pp | 71.41%-46.4pp | 345.46%-320.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,389 | $7,111-24.2% | $6,710-19.7% | $5,851-7.9% |
| Admin fee / account holder | $1,118 | $12,126-90.8% | $10,265-89.1% | $11,601-90.4% |