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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 | $81,523 | $196,972-58.6% | $182,262-55.3% | $198,609-59.0% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 14.08% | 158.27%-144.2pp | 140.60%-126.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,099 | $8,643-52.6% | $8,276-50.5% | $6,977-41.2% |
| Admin fee / account holder | $480 | $18,429-97.4% | $16,712-97.1% | $19,030-97.5% |