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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 | $85,222 | $148,582-42.6% | $135,942-37.3% | $139,456-38.9% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 17.88% | 79.26%-61.4pp | 68.28%-50.4pp | 373.45%-355.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,661 | $8,101-67.2% | $7,759-65.7% | $6,711-60.4% |
| Admin fee / account holder | $891 | $12,402-92.8% | $10,764-91.7% | $11,407-92.2% |