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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 | $55,553 | $143,969-61.4% | $199,883-72.2% | $82,637-32.8% |
| Participation rate | 77.8% | 84.1%-6.4pp | 86.8%-9.0pp | 68.1%+9.7pp |
| Annual return | 15.91% | 25.67%-9.8pp | 43.81%-27.9pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,036 | $6,937-41.8% | $9,138-55.8% | $4,126-2.2% |
| Admin fee / account holder | $955 | $14,597-93.5% | $17,268-94.5% | $7,339-87.0% |