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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 | $160,040-15.4% | $147,096-8.0% | $145,877-7.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 19.10% | 98.49%-79.4pp | 419.75%-400.6pp | 551.28%-532.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,040 | $8,429+114.0% | $8,071+123.5% | $6,691+169.6% |
| Admin fee / account holder | $8,910 | $15,050-40.8% | $13,005-31.5% | $13,402-33.5% |