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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 | $66,021 | $157,296-58.0% | $141,191-53.2% | $152,897-56.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 20.13% | 64.34%-44.2pp | 71.41%-51.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,304 | $7,111-53.5% | $6,710-50.8% | $5,851-43.5% |
| Admin fee / account holder | $1,240 | $12,125-89.8% | $10,264-87.9% | $11,599-89.3% |