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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 | $96,458 | $166,131-41.9% | $164,975-41.5% | $145,877-33.9% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 9.37% | 100.37%-91.0pp | 70.12%-60.8pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,542 | $6,962-20.4% | $6,033-8.1% | $6,691-17.2% |
| Admin fee / account holder | $427 | $16,648-97.4% | $12,688-96.6% | $13,402-96.8% |