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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 | $89,555 | $157,304-43.1% | $141,197-36.6% | $152,909-41.4% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 28.07% | 64.34%-36.3pp | 71.41%-43.3pp | 345.46%-317.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,586 | $7,111+105.1% | $6,710+117.4% | $5,851+149.3% |
| Admin fee / account holder | $41,656 | $12,126+243.5% | $10,265+305.8% | $11,601+259.1% |