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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 | $45,775 | $165,399-72.3% | $149,745-69.4% | $158,982-71.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.89% | 348.34%-337.4pp | 276.72%-265.8pp | 302.99%-292.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,142 | $7,183-42.3% | $6,843-39.5% | $5,983-30.8% |
| Admin fee / account holder | $3,111 | $10,811-71.2% | $9,312-66.6% | $11,252-72.3% |