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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 | $125,062 | $165,361-24.4% | $149,715-16.5% | $158,950-21.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 25.73% | 348.24%-322.5pp | 276.66%-250.9pp | 302.91%-277.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,214 | $7,182+42.2% | $6,842+49.3% | $5,983+70.7% |
| Admin fee / account holder | $17,466 | $10,808+61.6% | $9,310+87.6% | $11,248+55.3% |