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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 | $168,740 | $165,399+2.0% | $149,745+12.7% | $158,982+6.1% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 9.92% | 348.34%-338.4pp | 276.72%-266.8pp | 302.99%-293.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,047 | $7,183-15.8% | $6,843-11.6% | $5,983+1.1% |
| Admin fee / account holder | $4,264 | $10,811-60.6% | $9,312-54.2% | $11,252-62.1% |