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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 | $114,841 | $183,539-37.4% | $155,556-26.2% | $145,897-21.3% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 17.22% | 61.31%-44.1pp | 64.84%-47.6pp | 552.29%-535.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,312 | $6,467-33.3% | $5,631-23.4% | $6,689-35.5% |
| Admin fee / account holder | $723 | $19,275-96.3% | $15,885-95.5% | $13,390-94.6% |