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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 | $44,314 | $196,972-77.5% | $182,262-75.7% | $198,609-77.7% |
| Participation rate | 76.9% | 85.7%-8.8pp | 84.2%-7.3pp | 82.4%-5.5pp |
| Annual return | 18.11% | 158.27%-140.2pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,054 | $8,643-53.1% | $8,276-51.0% | $6,977-41.9% |
| Admin fee / account holder | $703 | $18,429-96.2% | $16,712-95.8% | $19,030-96.3% |