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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 | $71,843 | $198,457-63.8% | $170,435-57.8% | $147,586-51.3% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 21.22% | 257.30%-236.1pp | 205.94%-184.7pp | 578.59%-557.4pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,521 | $5,629+33.6% | $4,939+52.3% | $5,439+38.3% |
| Admin fee / account holder | $583 | $16,852-96.5% | $13,881-95.8% | $10,886-94.6% |