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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 | $43,175 | $289,211-85.1% | $260,467-83.4% | $198,609-78.3% |
| Participation rate | 80.0% | 83.1%-3.1pp | 80.5%-0.5pp | 82.4%-2.4pp |
| Annual return | 17.29% | 112.90%-95.6pp | 100.60%-83.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $17,017 | $6,812+149.8% | $6,319+169.3% | $6,977+143.9% |
| Admin fee / account holder | $422 | $16,236-97.4% | $15,461-97.3% | $19,030-97.8% |