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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 | $35,778 | $160,028-77.6% | $147,080-75.7% | $145,884-75.5% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 74.99% | 98.60%-23.6pp | 420.17%-345.2pp | 551.85%-476.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,207 | $8,422-2.5% | $8,066+1.7% | $6,690+22.7% |
| Admin fee / account holder | $373 | $15,030-97.5% | $12,989-97.1% | $13,392-97.2% |