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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 | $97,245 | $138,312-29.7% | $122,979-20.9% | $155,188-37.3% |
| Participation rate | 73.3% | 80.2%-6.9pp | 77.2%-3.9pp | 80.8%-7.5pp |
| Annual return | 10.42% | 22.06%-11.6pp | 20.12%-9.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,829 | $5,592-31.5% | $5,003-23.5% | $6,531-41.4% |
| Admin fee / account holder | $1,103 | $15,089-92.7% | $12,864-91.4% | $14,480-92.4% |