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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 | $53,630 | $217,392-75.3% | $185,818-71.1% | $167,497-68.0% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 13.86% | 148.37%-134.5pp | 122.06%-108.2pp | 478.62%-464.8pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,612 | $6,357-43.2% | $5,568-35.1% | $6,341-43.0% |
| Admin fee / account holder | $304 | $19,813-98.5% | $16,239-98.1% | $12,310-97.5% |