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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 | $72,523 | $157,276-53.9% | $141,177-48.6% | $152,885-52.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 30.68% | 64.33%-33.6pp | 71.40%-40.7pp | 345.39%-314.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,035 | $7,110-29.2% | $6,710-25.0% | $5,851-13.9% |
| Admin fee / account holder | $2,026 | $12,123-83.3% | $10,263-80.3% | $11,598-82.5% |