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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 | $97,014 | $198,457-51.1% | $170,435-43.1% | $147,586-34.3% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 23.79% | 257.30%-233.5pp | 205.94%-182.2pp | 578.59%-554.8pp |
| Employer contribution / active EE | $119 | $6,183-98.1% | $5,432-97.8% | $4,876-97.6% |
| Participant deferral / active EE | $4,160 | $5,629-26.1% | $4,939-15.8% | $5,439-23.5% |
| Admin fee / account holder | $5,735 | $16,852-66.0% | $13,881-58.7% | $10,886-47.3% |