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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 | $30,097 | $105,145-71.4% | $94,664-68.2% | $139,466-78.4% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 15.99% | 38.09%-22.1pp | 156.84%-140.9pp | 373.66%-357.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,737 | $7,599+28.1% | $7,417+31.3% | $6,712+45.1% |
| Admin fee / account holder | $4,629 | $8,972-48.4% | $7,222-35.9% | $11,409-59.4% |