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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 | $75,741 | $160,070-52.7% | $147,117-48.5% | $145,897-48.1% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-10.0pp | 80.3%-8.1pp |
| Annual return | 17.39% | 98.69%-81.3pp | 420.54%-403.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,286 | $8,419+34.0% | $8,065+39.9% | $6,689+68.7% |
| Admin fee / account holder | $5,163 | $15,035-65.7% | $12,993-60.3% | $13,390-61.4% |