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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 | $106,753 | $209,425-49.0% | $178,499-40.2% | $158,966-32.8% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.86% | 188.80%-172.9pp | 151.10%-135.2pp | 302.95%-287.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,985 | $5,955-49.9% | $5,202-42.6% | $5,983-50.1% |
| Admin fee / account holder | $765 | $17,078-95.5% | $13,986-94.5% | $11,250-93.2% |