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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 | $28,780 | $157,296-81.7% | $141,191-79.6% | $152,897-81.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 24.92% | 64.34%-39.4pp | 71.41%-46.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,019 | $7,111+40.9% | $6,710+49.3% | $5,851+71.2% |
| Admin fee / account holder | $7,083 | $12,125-41.6% | $10,264-31.0% | $11,599-38.9% |