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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 | $66,766 | $160,040-58.3% | $147,096-54.6% | $145,877-54.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 15.03% | 98.49%-83.5pp | 419.75%-404.7pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,773 | $8,429+15.9% | $8,071+21.1% | $6,691+46.1% |
| Admin fee / account holder | $12,932 | $15,050-14.1% | $13,005-0.6% | $13,402-3.5% |