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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 | $58,428 | $165,381-64.7% | $149,730-61.0% | $158,966-63.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 12.68% | 348.29%-335.6pp | 276.70%-264.0pp | 302.95%-290.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,818 | $7,182+50.6% | $6,843+58.1% | $5,983+80.8% |
| Admin fee / account holder | $11,176 | $10,809+3.4% | $9,310+20.0% | $11,250-0.7% |