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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 | $52,349 | $185,905-71.8% | $170,057-69.2% | $139,487-62.5% |
| Participation rate | 78.3% | 87.8%-9.5pp | 87.0%-8.7pp | 80.3%-2.1pp |
| Annual return | 38.65% | 60.56%-21.9pp | 53.42%-14.8pp | 373.84%-335.2pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $13,293 | $11,627+14.3% | $10,411+27.7% | $6,713+98.0% |
| Admin fee / account holder | $4,840 | $15,397-68.6% | $12,826-62.3% | $11,407-57.6% |