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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 | $135,321 | $159,934-15.4% | $147,005-7.9% | $145,959-7.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 19.10% | 98.24%-79.1pp | 418.76%-399.7pp | 561.95%-542.8pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $18,040 | $8,427+114.1% | $8,070+123.5% | $6,689+169.7% |
| Admin fee / account holder | $8,910 | $15,053-40.8% | $13,006-31.5% | $13,398-33.5% |