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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 | $45,315 | $196,972-77.0% | $182,262-75.1% | $198,609-77.2% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 16.78% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $1,010 | $5,364-81.2% | $5,046-80.0% | $5,055-80.0% |
| Participant deferral / active EE | $6,160 | $8,643-28.7% | $8,276-25.6% | $6,977-11.7% |
| Admin fee / account holder | $7,364 | $18,429-60.0% | $16,712-55.9% | $19,030-61.3% |