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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 | $83,092 | $185,883-55.3% | $170,043-51.1% | $139,466-40.4% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 17.56% | 60.54%-43.0pp | 53.40%-35.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,664 | $11,626+0.3% | $10,410+12.0% | $6,712+73.8% |
| Admin fee / account holder | $2,849 | $15,393-81.5% | $12,824-77.8% | $11,409-75.0% |