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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 | $61,714 | $148,623-58.5% | $135,974-54.6% | $139,466-55.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 12.69% | 79.30%-66.6pp | 68.30%-55.6pp | 373.66%-361.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,004 | $8,103-62.9% | $7,760-61.3% | $6,712-55.2% |
| Admin fee / account holder | $7,065 | $12,406-43.1% | $10,767-34.4% | $11,409-38.1% |