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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 | $96,384 | $160,028-39.8% | $147,080-34.5% | $145,884-33.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.27% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,367 | $8,422+58.7% | $8,066+65.7% | $6,690+99.8% |
| Admin fee / account holder | $36,533 | $15,030+143.1% | $12,989+181.3% | $13,392+172.8% |