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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 | $127,061 | $176,120-27.9% | $159,487-20.3% | $167,553-24.2% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.75% | 331.95%-319.2pp | 263.71%-251.0pp | 478.89%-466.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,728 | $7,752-39.0% | $7,354-35.7% | $6,343-25.5% |
| Admin fee / account holder | $1,217 | $12,561-90.3% | $10,804-88.7% | $12,316-90.1% |