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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 | $24,796 | $160,040-84.5% | $147,096-83.1% | $145,877-83.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.42% | 98.49%-85.1pp | 419.75%-406.3pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,207 | $8,429+33.0% | $8,071+38.8% | $6,691+67.5% |
| Admin fee / account holder | $6,835 | $15,050-54.6% | $13,005-47.4% | $13,402-49.0% |