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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 | $119,411 | $185,905-35.8% | $170,057-29.8% | $139,487-14.4% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 18.89% | 60.56%-41.7pp | 53.42%-34.5pp | 373.84%-355.0pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,746 | $11,627-67.8% | $10,411-64.0% | $6,713-44.2% |
| Admin fee / account holder | $1,071 | $15,397-93.0% | $12,826-91.7% | $11,407-90.6% |