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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 | $47,093 | $198,457-76.3% | $170,435-72.4% | $147,586-68.1% |
| Participation rate | 95.7% | 88.0%+7.7pp | 83.6%+12.1pp | 82.8%+12.8pp |
| Annual return | 13.26% | 257.30%-244.0pp | 205.94%-192.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,244 | $5,629-24.6% | $4,939-14.1% | $5,439-22.0% |
| Admin fee / account holder | $1,203 | $16,852-92.9% | $13,881-91.3% | $10,886-88.9% |