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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 | $89,412 | $162,136-44.9% | $152,301-41.3% | $154,746-42.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 13.09% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $8 | $4,890-99.8% | $4,624-99.8% | $4,379-99.8% |
| Participant deferral / active EE | $7,364 | $8,341-11.7% | $8,004-8.0% | $6,730+9.4% |
| Admin fee / account holder | $5,997 | $15,759-61.9% | $14,398-58.3% | $14,365-58.3% |