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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 | $40,071 | $162,136-75.3% | $152,301-73.7% | $154,746-74.1% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 17.72% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,797 | $8,341-66.5% | $8,004-65.1% | $6,730-58.4% |
| Admin fee / account holder | $593 | $15,759-96.2% | $14,398-95.9% | $14,365-95.9% |