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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 | $28,442 | $185,905-84.7% | $170,057-83.3% | $139,487-79.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 53.13% | 60.56%-7.4pp | 53.42%-0.3pp | 373.84%-320.7pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,406 | $11,627-53.5% | $10,411-48.1% | $6,713-19.5% |
| Admin fee / account holder | $6,253 | $15,397-59.4% | $12,826-51.2% | $11,407-45.2% |