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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 | $93,045 | $165,381-43.7% | $149,730-37.9% | $158,966-41.5% |
| Participation rate | 70.8% | 84.6%-13.7pp | 82.5%-11.6pp | 82.0%-11.1pp |
| Annual return | 24.38% | 348.29%-323.9pp | 276.70%-252.3pp | 302.95%-278.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,270 | $7,182+43.0% | $6,843+50.1% | $5,983+71.7% |
| Admin fee / account holder | $7,513 | $10,809-30.5% | $9,310-19.3% | $11,250-33.2% |