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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 | $53,059 | $166,020-68.0% | $164,866-67.8% | $145,959-63.6% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 11.78% | 100.08%-88.3pp | 69.97%-58.2pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,704 | $6,961-3.7% | $6,033+11.1% | $6,689+0.2% |
| Admin fee / account holder | $2,421 | $16,644-85.5% | $12,689-80.9% | $13,398-81.9% |