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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 | $86,496 | $176,786-51.1% | $146,643-41.0% | $167,536-48.4% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 10.94% | 24.04%-13.1pp | 22.75%-11.8pp | 478.82%-467.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,272 | $6,440+12.9% | $5,506+32.1% | $6,342+14.7% |
| Admin fee / account holder | $5,469 | $13,262-58.8% | $10,280-46.8% | $12,315-55.6% |