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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 | $69,564 | $165,361-57.9% | $149,715-53.5% | $158,950-56.2% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 18.93% | 348.24%-329.3pp | 276.66%-257.7pp | 302.91%-284.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,600 | $7,182-63.8% | $6,842-62.0% | $5,983-56.5% |
| Admin fee / account holder | $7,040 | $10,808-34.9% | $9,310-24.4% | $11,248-37.4% |