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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 | $49,127 | $64,359-23.7% | $90,161-45.5% | $70,126-29.9% |
| Participation rate | 71.0% | 70.4%+0.5pp | 76.9%-5.9pp | 69.5%+1.4pp |
| Annual return | 29.40% | 28.13%+1.3pp | 34.89%-5.5pp | 73.15%-43.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,811 | $4,389+123.5% | $5,287+85.6% | $3,332+194.5% |
| Admin fee / account holder | $2,469 | $3,945-37.4% | $5,943-58.5% | $4,645-46.8% |